Anonymous
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
supported this idea
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175 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!
An error occurred while saving the comment Anonymous
supported this idea
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12 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!
Anonymous
supported this idea
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8 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!
Definitely need this! Compliance is requiring this on all new accounts and updating on old accounts. We need something that is in a searchable format that is either a check box, yes or no field that says that a trusted contact is needed (or that they have one) and also a place to put in the information needed for these trusted contacts - address, phone, email. Important information fields are getting filled up quickly with a lot of things in them.