Integration Name:
Integration Type:
Setting up the integration:
Log in to Yourefolio, click the menu icon in the top right corner and click "Integration Partners":
Click the Integrate Redtail button:
Enter your Redtail credentials and then click Submit:
Integration functionality:
After setting up the integration, you'll next see the below:
You can follow Yourefolio's onscreen instructions to proceed, or contact Yourefolio for further details.
Yourefolio resources:
If you have additional questions or would like to learn more about the integration, please email info@yourefolio.com.
If you are looking for more Financial Planning Tools, click here!
Comments