karl Posted February 9, 2021 Posted February 9, 2021 Any Relius users have plans at T. Rowe price that can give guidance on how to import T. Rowe's trust report for annual compliance? Being told by Relius that we need to have the file "trimmed" and then can be used in the "Hartford" interface which is the same used for American Funds. Are users "trimming" files and if so is there software available for that or how is that done? Or is there another interface or solution to avoid that trimming process?
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