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Investigo

You will need to contact Investigo in order to initiate the integration between Redtail and Investigo. You can reach Investigo here:

Phone: 866-209-2440
Email: investigo.support@broadridge.com

After you have contacted Investigo to request the integration setup, Investigo will notify us of the request and send over the necessary information from their end. Once we've received the setup request from Investigo, the turnaround time on our end is one business day.

You'll know the feed has begun when you see accounts under Unlinked Accounts.

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