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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- How to update more than 1 partner's with same information?
How to update more than 1 partner's with same information?
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nramos-thekippg
Level 1
02-09-2024
05:35 PM
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I have 34 partners who has changed their IRA custodian to another one. Is there another way to update this instead of inputting it 34 times?
