Quik! has mapped our fields to as many Redtail fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Redtail, which remains blank even after assigning a person to them on the Add Clients page. There are various reasons why these fields cannot be prefilled from Redtail, but typically it is because the Redtail system does not supply enough information to Quik! about these fields so that they can be correctly prefilled on a form.
The list of fields that can be prefilled from Redtail (assuming you have client data entered for them in Redtail) can be found below. This list is subject to change with future releases of the Quik! App.
Redtail Fields |
|
Account Face Amount |
|
Account Number (selected on Add Clients page) |
|
Account Registration |
|
Address Type |
|
Adjusted Gross Income ($) |
|
Age (Calculated from DOB) |
|
Bank Account Number |
|
Bank Address (City) |
|
Bank Address (Number and Street) |
|
Bank Address (State) |
|
Bank Address (Suite/Unit) |
|
Bank Branch Name |
|
Bank Fax Number |
|
Bank Name |
|
Bank Phone Extension Number |
|
Bank Phone Number |
|
Bank Routing Number |
|
Business / Entity Home Address (City) |
|
Business / Entity Home Address (Number and Street) |
|
Business / Entity Home Address (State) |
|
Business / Entity Home Address (Suite/Unit) |
|
Business / Entity Home Address (Zip) |
|
Business / Entity Home Email Address |
|
Business / Entity Mailing Address (City) |
|
Business / Entity Mailing Address (Number and Street) |
|
Business / Entity Mailing Address (State) |
|
Business / Entity Mailing Address (Suite/Unit) |
|
Business / Entity Mailing Address (Zip) |
|
Business / Entity Name |
|
Business / Entity Other Address (City) |
|
Business / Entity Other Address (Number and Street) |
|
Business / Entity Other Address (State) |
|
Business / Entity Other Address (Suite/Unit) |
|
Business / Entity Other Address (Zip) |
|
Business / Entity Other Email Address |
|
Business / Entity Tax ID |
|
Citizenship Country |
|
Citizenship Type |
|
Client ID |
|
Client Since Date |
|
Date of Birth |
|
Employer |
|
Employment Start Date |
|
Estimated Net Worth ($) |
|
Estimated Non-Liquid Assets ($) |
|
Estimated Tax Bracket (%) |
|
Estimated Total Assets ($) |
|
Fax Phone Number |
|
First Name |
|
Funds Experience (Years) |
|
Gender |
|
Government Identification (Expiration Date) |
|
Government Identification (ID Number) |
|
Government Identification (Issued Date) |
|
Government Identification (Issuing State) |
|
Height |
|
Home Address (City) |
|
Home Address (Number and Street) |
|
Home Address (State) |
|
Home Address (Suite/Unit) |
|
Home Address (Zip) |
|
Home Email Address |
|
Home Phone Number |
|
Home Phone Number Extension |
|
Identification Type |
|
Investment Risk Tolerance (Checkboxes only for Low, Moderate, High) |
|
Investment Time Horizon (Checkboxes only for Short Term, Intermediate, Long Term) |
|
Job Title |
|
Last Name |
|
Mailing Address (City) |
|
Mailing Address (Number and Street) |
|
Mailing Address (State) |
|
Mailing Address (Suite/Unit) |
|
Mailing Address (Zip) |
|
Marital Status |
|
Middle Name |
|
Mobile Phone Number |
|
Name Salutation (Mr., Mrs., etc.) |
|
Name Suffix (Jr., Sr., etc.) |
|
Nickname |
|
Occupation |
|
Other Investment Experience (Years) |
|
Partnerships Experience (Years) |
|
Passport (Expiration Date) |
|
Passport (ID Number) |
|
Passport (Issued Date) |
|
Passport (Issuing State) |
|
Place of Birth |
|
Portfolio Objective (Checkboxes only for Aggressive Growth, Growth, Income) |
|
Product Company |
|
Product CUSIP |
|
Product Name |
|
Product Price |
|
Product Quantity |
|
Product Ticker |
|
Relationship to Client |
|
Salary |
|
Smoker |
|
Social Security Number |
|
State Driver's License (Expiration Date) |
|
State Driver's License (ID Number) |
|
State Driver's License (Issued Date) |
|
State Driver's License (Issuing State) |
|
Stocks Experience (Years) |
|
Trust Home Address (City) |
|
Trust Home Address (Number and Street) |
|
Trust Home Address (State) |
|
Trust Home Address (Suite/Unit) |
|
Trust Home Address (Zip) |
|
Trust Home Email Address |
|
Trust Mailing Address (City) |
|
Trust Mailing Address (Number and Street) |
|
Trust Mailing Address (State) |
|
Trust Mailing Address (Suite/Unit) |
|
Trust Mailing Address (Zip) |
|
Trust Name |
|
Trust Other Address (City) |
|
Trust Other Address (Number and Street) |
|
Trust Other Address (State) |
|
Trust Other Address (Suite/Unit) |
|
Trust Other Address (Zip) |
|
Trust Other Email Address |
|
Trust Tax ID |
|
Weight (pounds) |
|
Work Address (City) |
|
Work Address (Number and Street) |
|
Work Address (State) |
|
Work Address (Suite/Unit) |
|
Work Address (Zip) |
|
Work Email Address |
|
Work Phone Number |
|
Work Phone Number Extension |