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  1. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    18 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Could this be done in conjunction with: Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    Anonymous shared this idea  · 

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

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