Carl
My feedback
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166 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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775 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Carl
supported this idea
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Would be great if they pulled membership relationships as well. For instance, a company cannot have family members, but has owners. Owner/board member/trustee information is not pulled to Laser App because memberships aren't included, only family.
Also, employees are included in memberships. This would save so much time when we are creating 401k account applications, especially when we get a new corporate 401k client. We would be able to insert company info, owner/board member info, and the employee info easily if memberships were included in the pull.