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    Anonymous commented  · 

    Currently, you have to identify accounts that come over from Albridge as an IRA, Roth, Joint or whatver. It also doesn't come over as Advisory, retail or annuity. Albridge has this data, why doesn't it come over into Redtail? I have 700+ accounts that have no IRS classification or product type. Would make it helpful to pull up when a client calls, etc.

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