Adding Age Reminders as Tasks in Wealthbox
- Aaron Graham |
- 7 steps |
- 30 seconds
1
Navigate to your Holistiplan Dashboard [https://app.holistiplan.com/main/](https://app.holistiplan.com/main/)
2
Scroll down to the "Filter Age Reminders" button at the bottom-right of the Dashboard.
3
Click on a time period of age reminders you would like to view. Here in this example we have made "Next Year" our selection.
4
In the available age reminders, one of the clients is Luella Eba Aven in the Freddy Fortnam household. Click the teal "Send to Wealthbox" button to send that age reminder to Wealthbox as a task.
5
Once a reminder has been sent as a task to Wealthbox, you will see the teal "Send to Wealthbox" button replaced with a Wealthbox icon. You can click on that icon to access your Wealthbox account and show all the Age Reminder tasks that have been sent to Wealthbox from Holistiplan by that Holistiplan user.
6
Here we see three age reminder tasks that have been sent from Holistiplan to Wealthbox.
7
You can click on the actions tab and then "Edit" to make changes to the task in Wealthbox. You will see that in this particular task, the client will turn 69.5 (one year from QCD eligibility) on August 6, 2023. This task will serve as a reminder to discuss QCDs with this client a year out from them becoming eligible.
