Any ideas.
It is a disclosure requirement for the State of Wisconsin for all broker agreements.
{ IF <<Point Field 2328>> <>"" "Yes" "No" }
works with your assumption that Max Balance will always be filled in or not appropriately.
Reminder <<Point Field 2328>> must be inserted by the Point Custom Form dialogue box, and the {} brackets must be inserted by Word through the menu or Ctrl+F9
Regards,