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Updated RMD File Loaded with YTD Distributions
You will find in your Freedom Advisors Documents vault an updated list of your clients that have a 2023 RMD. The file includes the required 2023 distribution amount and the amount taken from the account YTD through November 28th.
You can also easily see all withdrawals for an account by going to the Transactions tab and filtering the Activity column to only show Withdrawals. You can export transaction details by right clicking and clicking “Export.”
If you have questions or need assistance, please contact us at 1-800-949-9936 (Option 2), support@freedomadvisors.com or through Chat on the bottom right of Freedom Advisors.
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