We are running into workflow problems with closing LPs who signed a PACT and then want to invest with their IRA fund. How do I change the settings of the PACT and the investor onboarding process so they can select that they intend to invest their Self Directed IRA (or even a DAF...) I think it should just autopopulate their ability to check "read and approved" and fill in the custodian's name, and all that stuff. Because the current process generates the docs completely wrong and then it's a mess.Â
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