Andrea Hanks
My feedback
5 results found
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19 votes
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!
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86 votes
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!
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297 votes
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!
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51 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Andrea Hanks
supported this idea
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1,924 votes
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!
Andrea Hanks
supported this idea
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The Beneficiary Report no longer lists the tax qualified type (Traditional, Roth, 529, etc...) like it use to before the new Redtail update. Now there is no way of telling what type of account it is. We need that back.