Automated RIA RMD Deadline Reminders
Every Monday, WebRun opens Fidelity to check which retirement accounts still owe a required minimum distribution this year, matches each account to the client's household in Redtail Technology, and drafts a reminder email in Gmail naming the deadline and the amount still due.
How do I make sure clients take their RMD before the December 31 deadline?
WebRun checks Fidelity every Monday for retirement accounts that still owe a required minimum distribution, matches each one to the client's household in Redtail Technology, and drafts a Gmail reminder naming the remaining amount and the December 31 deadline. You review and send each draft yourself, so clients get a timely nudge and no RMD deadline is missed.
- No client misses the December 31 RMD deadline
- Reminder drafts reflect the live remaining balance, not a guess
- Reminders build gradually through the year instead of one late warning
Built for Registered Investment Advisors · retirement income planners · wealth management firms · client service teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - match accounts to households
redtailtechnology.com
WebRun opens Redtail Technology to match accounts to households. - Open Redtail Technology and list clients with a retirement account subject to RMD rules
- Capture the household's preferred contact for distribution matters
- Note each client's date of birth to confirm RMD age
Done when Every client subject to an RMD this year is listed with their contact details.
-
2
Fidelity - check RMD status
- Open Fidelity and check the year to date distribution taken against the required amount for each account
- Calculate the remaining amount still owed
- Note the December 31 deadline for each
Done when Every account has its remaining RMD amount confirmed.
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3
Gmail - draft the reminder
gmail.com
WebRun opens Gmail to draft the reminder. - Draft a reminder naming the amount still owed and the December 31 deadline
- Note the penalty for missing the deadline in plain language
- Leave every reminder as a draft for you to review and send
Done when A reminder draft is waiting in Gmail for every client with an open RMD balance.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email clients about their RMD without me?
No. WebRun only drafts the reminder in Gmail. You review the amount and deadline and send it yourself, nothing goes to a client automatically.
How does it calculate what is still owed?
It checks the year to date distribution already taken against each account's required amount in Fidelity, so the remaining balance reflects live custodian data, not a guess.
Does it run more often as the deadline nears?
It checks every Monday all year, so clients get a running reminder as December 31 approaches instead of one message that might get missed.
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