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Date of Birth

Enter the client's date of birth. You can enter any past date from 01/01/1900 to present, but future dates are not accepted.

This field is available to all enterprises in anticipation of future use with third-party integrations, including MoneyGuide. For more information on client data sent to MoneyGuide, see Data Fields Synced Between Tamarac and MoneyGuide.

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.