Jeff B
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463 votes
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An error occurred while saving the comment An error occurred while saving the comment Jeff B
commented
Under the KYC section of Redtail add the additional points of regulatory data necessary to complete brokerage account forms via integration.
Employment Status: Yes, No, Employed, not-employed, retired, etc.
Investment Experience: All Categories, needs number of trades per year and average size
New Categories: Options, Commodities
Change Category: LP to LP and DPP programsCitizenship: US
Integration with Laser App-ability to create fields that match laser app or any other document prep service
Jeff B
supported this idea
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Additional regulatory data points:
Is the contact affiliated with or employed by a stock exchange or finra, or Municipal securities dealer?
Are you a director or 10% shareholder of a publicly traded company?
if yes company name ______ symbol