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Abernathy householdReview and service

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Message Rebecca

Onboarding

Four short steps keep the annual review running: who the household is, which accounts exist, what Quillfield still needs and when you meet next.

Review cycle: annual, in October
  1. Household profileConfirmed
  2. Accounts and custodiansSeven listed
  3. Information requestsFour of six received
  4. Review scheduleSpring 2027 date next

Household setup

The four onboarding steps with every item, owner and date. Tick items off as your household confirms them.
Open in Onboarding

Setup checklist

Live from the Dashboards appOpen the full report

What setup covers

Quillfield asks for the minimum each task needs and records every authorization here.

ItemStepStatus
Names and contacts for the householdHousehold profileConfirmed
Seven accounts with their custodiansAccounts and custodiansListed
Beneficiaries on every accountAccounts and custodiansComplete, May 20
Rollover account from the former employer 401kAccounts and custodiansOpen, deposit not reflected
Six items for the October 15 reviewInformation requests4 received, 2 outstanding
Authorization to request the 2025 tax return from the accountantInformation requestsGiven by Anne
Annual review in OctoberReview scheduleSet, Oct 15
Spring 2027 review dateReview scheduleTo set on Oct 15