Leo O'Connor Jr
My feedback
176 results found
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57 votes
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130 votes
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3 votes
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40 votes
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47 votes
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51 votes
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78 votes
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292 votes
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3 votes
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41 votes
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16 votes
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An error occurred while saving the comment This is still wanted. Or maybe let us pick what fields we display there? We are cluttering up the product field because we can't view model or manager fields. Your page has a lot of white space that this info could easily fill without making the page longer
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11 votes
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18 votes
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21 votes
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An error occurred while saving the comment Can you tell our UDFs have to do with RMDs and I set them up in January? Thinking about this issue yet again.
An error occurred while saving the comment That's funny. Came to suggest the same thing but I guess I recommended this last year. Would love to delete from each account my UDF '2017 RMD Status' and make a note of that deletion by having the system auto add notes that read "Deleted Account UDF - 2017 RMD Status - Complete' from LPL Acct 12345678."
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24 votes
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13 votes
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38 votes
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16 votes
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An error occurred while saving the comment I agree. At the moment I am just putting those in as trusts and if I want a list of just estates I just search for contacts with the word 'estate' in the title. It isn't perfect for sure.
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20 votes
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15 votes
It would help to be able to add entities to families and, on occasion, add a contact to more than one family. How I solve Marty's issue myself is to link the client as owner/joint owner so the account appears under more than one contact. Where I want to link it to grantor, beneficiary, and trustees I don't have enough fields to do. (I do that with contacts under membership).