DCRet24 Posted August 22 Posted August 22 Does anyone have a guide on how to download the correct file to be able to import year end data into the Allocated Link? Am Funds Recordkeeper Direct changed their reporting system and cannot provide us anything else. The .dat file no longer works. They advised us to contact Relius. Thought I'd check here first.
ASmithCPA Posted September 7 Posted September 7 I am having the same issue/concern. Super frustrating.
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