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1. FINRA Rules now requires that we use only approved reporting for clients so beneficiary report can not be used with clients

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Kim Harris shared this idea  ·  Oct 27, 2022

2. Would it be possible to add a per stirpes check box in the beneficiary section?

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Kim Harris shared this idea  ·  Oct 27, 2022

3. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

   51 votes

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   3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Kim Harris supported this idea  ·  Oct 27, 2022