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Financial Accounts

Account Tax Types
AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Syncing with Orion Uploading Financial Accounts and Updating Current Amounts via CSV

Financial Accounts

AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors AUM Fees RMD Tracking Syncing with Orion Uploading Financial Accounts and Updating Current Amounts via CSV

Account Tax Types

* Page referenced in this article: account tax types page.


Account tax types are used in financial accounts. Default tax types are created when you create your account in LeadCenter. You can edit and delete tax types from this page.

Is RMD required? field

when creating or editing a tax type, set Is RMD required field on if you that RMDs (Required Minimum Distributions) rules are applicable to this tax type. This will flag this tax type under account with an RMD icon to make easier to identify accounts that RMDs rules will be applicable to.

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