SHOW BENEFICIARY INFO IN CUSTOM REPORTS
YOU'D THINK YOU'D BE ABLE TO RUN A CUSTOM REPORT WITH BENE'S LISTED FOR LIFE, IRA POLICIES. The fact that you don't have this option amazes me
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Dan Phillips commented
I too am amazed this is not a feature provided. So basic, yet not included. This information is vital.
Joan Runke commented
Yes! We need to remove the account balances off this report. Please let us customize.
Fran Logue commented
We are also looking for a beneficiary export. Would like to send annual letter to clients showing beneficiary info. Is this being worked on?
At least add the 3 beneficiary fields to the custom export report option so a bulk search can be made to see if any beneficiary fields are missing and needing updates. As in: Client, Account Company, Account Number, Beneficiaries, Primary/Contingent and %.
great question.. how was this missed RedTail??
Chuck Vercellone commented
I may have missed it but I don't see where this is any option to print or create a report that shows the beneficiaries of client accounts. We need to run reports showing who are IRA and TOD beneficiaries. Creating a custom export does not work as those fields are not available for selection. How was this issue missed?
We want to create a (custom export) report for clients having multiple accounts w/ multiple beneficiaries w/ standard information-ss#, dob, type for each account. Currently there aren't reportable fields.
I agree - it's such pertinent info and necessary to review for meetings