FAQs from common technical support issues.
17
02, 2022
Estate Planning Tools (EPT) Introduction Demo
The following video tutorial will walk you through accessing and navigating the basics of (EPT) Estate Planning Tools (Desktop).
10
03, 2021
TIP #108 – How To Run Reports In (RDP) Retirement Distributions Planner Listing Clients Nearing Age 72.
TIP #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool [...]
10
03, 2021
Running A Report For All Clients Nearing Age 72 in (RDP) Retirement Distributions Planner
How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool will search within the folder used for data files, scanning each file, and report for a plan owner reaching 71 or 72 in the current year.
9
02, 2021
Tip #105 – Where Can I Read All The Brentmark Tips & Tricks?
TIP #105 - You can find all of the Brentmark Tips and Tricks by following the following steps: From www.Brentmark.com select the "Resources" menu. Select [...]
9
02, 2021
Tip #103 – How Do I Get The “Download” Button To Appear In The Brentmark Portal
TIP #103 - If you do NOT see the "Download" button (for a licensed product) in the Brentmark Portal follow these steps: Select "Manage A [...]
20
01, 2021
Tip #104 – How do I manually update my AFR & §7520 Rate Table?
TIP #104 - You can manually download the AFR Rate Table by following these quick steps: Select the "Edit" menu from inside the program. Select the "AFR Rates" menu item. Select "Download AFR Rate Data Package". Your Brentmark desktop application should now be updated with the new published AFR Rates.
19
01, 2021
Manually Updating Your AFR Rates
Can I update the AFR rates manually? Yes, you can manually update and download the AFR Rate Tables by doing the following: Select and open the “Edit” menu inside the program. Select the “AFR Rates” menu item. Select “Download AFR Data Package” from the available option.
19
01, 2021
AFR Rate Not Updating Automatically
When I run the program, the AFR Rates are not automatically updating. Can I update this manually? Yes, when this occurs you can manually update and download the AFR Rate Tables by doing the following: Select and open the "Edit" menu inside the program. Select the "AFR Rates" menu item. Select "Download AFR Data Package" from the available option.
19
01, 2021
Tip #101 – How do I request support from Brentmark?
TIP #101 - All inquires for support go through Ask The Experts: www.brentmark.com/ask-the-experts Examples of Requests and Suggestions: General Inquiry (vendor or product evaluation, products, calculations, features, models, legislation, reporting tools, etc.) Press Inquiry (general news, staff or expert position press release, product or version update press release, event or publication release, etc.) Sales Inquiry (products, pricing, models, features, calculations, customization, etc.) Technical Support (account use and access, implementing new updates and releases for current clients and customers, reporting a bug, etc.) Billing Support (billing, license subscription, license renewals, etc.) Product Suggestions (new products, features, models, calculations, etc.)
11
01, 2021
Tip #100 – What can I do with the Brentmark Portal?
Brentmark, Inc. | TIPS AND TRICKS: How Do I Use The Brentmark Portal? TIP #100: All new product releases, version updates, license subscriptions, billing, and account adjustments now take place in the Brentmark Portal. Login to your personal Portal account to access and edit your information today.