trusted contact
I know others have suggested/requested adding a Trusted Contact field. Let me share how this would make my life easier:
We use LaserApp to complete our forms for TD Ameritrade. I have to then go back and add the Trusted Contact information to each application manually. This takes time and allows room for error.
I know you don't just "snap your fingers" and have it done, but I hope this request is at the top of the wish list. Thank you for all you do to help us manage so much data. Your work is appreciated.
39
votes
