Hi all!
I wanted to reach out to share that we have a packed agenda for our meeting this Wednesday. Questions on foreign addresses/AA fields, auto increase, and auto rebalance—with a particular focus on setting the rebalance templates ahead of funding. Additionally, we’ll be gathering user feedback regarding 1099 forms, as well as discussing questions related to the RDIQ Minimum Distribution Inquiry Screen.
Please join us to help share your knowledge and experience!
Thank you! Andrea