More options to link accounts to multiple contacts
Currently I use the owner section of an account to add the joint owner of a joint account (and it is correct) so I can see it under the joint owner as long as I am displaying non-primary joint accounts. Sometimes I want to link parties that are not owners. I want to be able to link the account to a few contacts but have more choices than to call people owner or insured. In particular, I would like beneficiary, trustee, grantor, custodian as other options. These would be categories for people important enough to have the account show under their own contact, so not necessarily used for the 10 beneficiaries of an IRA.
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!