Adam Lillich
My feedback
3 results found
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1,365 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!
An error occurred while saving the comment Adam Lillich
supported this idea
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858 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!
An error occurred while saving the comment Adam Lillich
commented
Our advisors are also requesting this feature.
Adam Lillich
supported this idea
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495 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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Adam Lillich
supported this idea
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There are many scenarios in which the son or daughter of a household that they are in with their parents, are actually a head of another household. There are actually many cases in which the wife/mother is the head of the household instead of the father too because they have investment accounts in which the father/husband does not. I don't know if you have ever had this suggestion before, but I think that it would make sense to have family trees developed. That way you can group households together. Essentially each big branch is a household of the family tree. I have been looking all over and I don't see the ability for children to be the head of another household. I think it would also be kind of cool to have a family tree graphic on the interface and you can click on the different households and move around the tree. Plus you could also have the ability to move accounts from one person to the other for various reasons - divorce, death, disability, and any other life occurrences.