RBC Wealth Management

Answered

David Zisow

January 31, 2019 22:00

RBC Wealth Management does not yet have a Smart Link to TaxCaddy, so I must to upload documents from that institution manually.  See if you can get them a Smart Link.

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• Official comment

  

  Leon A.

  February 28, 2019 17:47

  Thanks for submitting your enhancement request, David. We’ve added it to our internal tracking system as SER-289. We’ll keep an eye on the votes and comments to see if other customers have similar needs. In the coming months we’ll use the Planned, Not Planned, and Completed labels to update this request.

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