LPL iDoc or digital imaging
Jan 24, 2008 2:04 pm
So that I do not hijack the EdJones ‘digital file cabinet’ thread, I’ve started my own. I’d like to know if any of your LPL reps out there are using iDoc, and if you could share your experiences with us. I would also be interested in hearing from those of you who are using a different imaging/scanning system, and why you chose to do so.
Thanks.
Jan 24, 2008 7:56 pm
Hi Joe, we use Redtail and they charge us $65 a month for use to 15 advisors–we have a document upload to web based storage–it works fine.
Source URL:https://www.wealthmanagement.com/forums/whats-firms/lpl-idoc-or-digital-imaging