If you are affiliated with Securities America, you can contact your Broker Dealer to set up an account feed to Redtail.
You'll then need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at firstname.lastname@example.org to provide the rep names and social security numbers for all reps for whom you would like the feed established.
We'll also need the database owner's name.
We'll then set this up on our end. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.