Overview:

Download RMD Updater »

Act4Advisors will automatically update the RMD Date for Contact and Spouse when the user enters and exits the respective date of birth field.

Because this require the user to go through each date of birth field for each contact, we have created this global update program.

The purpose of the program is to allow a customer who has imported dates of birth in Act4Advisors to globally update the RMD Dates for Contact and Spouse. This will allow the Important Dates Report to accurately check the database for the correct RMD Date.

After importing data into Act4Advisors, open the Advisor database. Click on this link and choose Open.

You can choose "Update All" or "Update only Empty fields" and then Proceed.

Send questions to support@software4advisors.com

Note: For United States versions only. Not for use with Canadian versions.