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robin koller

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  1. Contact Name in Open Tab

    44 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    robin koller supported this idea  · 

  2. CRS FORM

    15 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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    robin koller shared this idea  · 

  3. Form CRS Tracking at the Contact Level instead of Account Level

    48 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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  4. Fiduciary Client Summary Report only pulls for Tax Qualified Accounts - CRS Tracking

    10 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    robin koller commented  · 

    in regards to the following being inside the accts info::
    Best Interest Dates
    CRS Date Sent
    CRS Date Signed

    I questioned our Broker Dealer if we only had to leave these forms when business was written. My reply back from the BD was :: Please see below for what is required. Please let me know if you have any additional questions.
    1) The advisor is required to keep track of when they provide the form CRS to clients and prospects alike.
    2) This requirement is for any registered rep product

    We are only required to leave one per client no matter how many accounts we write and if we write no business then there is no acct to add but the only place to add the date for the CRS Form is inside the account info.
    Is there another place this could be added?
    My suggestion would be in the Contact Details by the Sevicing Advisor or Writing Advisor ... maybe?

    robin koller supported this idea  · 

  5. CRS

    33 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    robin koller commented  · 

    in regards to the following being inside the accts info::
    Best Interest Dates
    CRS Date Sent
    CRS Date Signed

    I questioned our Broker Dealer if we only had to leave these forms when business was written. My reply back from the BD was :: Please see below for what is required. Please let me know if you have any additional questions.
    1) The advisor is required to keep track of when they provide the form CRS to clients and prospects alike.
    2) This requirement is for any registered rep product

    We are only required to leave one per client no matter how many accounts we write and if we write no business then there is no acct to add but the only place to add the date for the CRS Form is inside the account info.
    Is there another place this could be added?
    My suggestion would be in the Contact Details by the Sevicing Advisor or Writing Advisor ... maybe?

    robin koller supported this idea  · 

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