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2016-01-27
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2016-11-21
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2022-02-11
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2020-12-12
I tried the software and then cancelled…
I tried the software and then cancelled it. For me it was too challenging to use. However they still charged my account for a year up front. I didn't authorize that. I called and requested a refund and they gave one right away, so they said. It was just today I requested a refund so I will check my account in a few days to see if they actually sent it. If you don't see a complaint from me here on Trust Pilot then PDFFiller honored my request. My name is MarioV.
2020-08-27
Add Tags to Retirement Plan Feature
Introducing the Add Tags to Retirement Plan feature, designed to simplify your retirement planning process. With this tool, you can easily categorize your retirement plans, making it easier to manage and track your financial goals.
Key Features
Easily assign tags to different retirement accounts
Quickly search and filter plans using tags
Customize tags for personalized organization
Simplify collaboration with financial advisors by sharing tagged plans
Use Cases and Benefits
Organize multiple retirement accounts for clearer tracking
Identify specific goals for each plan with targeted tags
Enhance communication with financial advisors by using shared tags
Improve your review process by filtering plans for analysis
This feature addresses the common problem of managing multiple retirement accounts. By adding tags, you gain a clearer perspective of your financial strategy. You can now focus on your retirement goals with confidence, knowing that you can find and analyze your plans quickly. Simplify your planning and take control of your financial future with the Add Tags to Retirement Plan feature.
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