when you update the address in Schwab it should automatically update in Redtail.
When I update the address in Charles Schwab, it should automatically update in redtail or at least the following day. Clients change addresses a lot and when I have to update it in Schwab and then go in an update in redtail it becomes cumbersome.
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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!