You will first need to contact your Broker Dealer to let them know you would like web services turned on for the Albridge feed to Redtail and to get your PUID (Partner User ID) from your BD. We will need this PUID when you contact us so that we can test it while speaking with you.
When your BD has notified you that web services are turned on, you can contact our support team by phone at 800-206-5030 opt. 3 then opt. 2 or by email at email@example.com to provide for each rep for whom you want the feed turned on:
1. Rep Name
2. Rep SS#
3. Rep Redtail username
4. Broker Dealer
We'll also need the database owner's name.
We'll then set this up on our end and the feed typically begins 2-3 business days after setup. You'll know the feed has begun when you see accounts listed in your Unlinked Accounts.
Additionally, Albridge Applink is available to all database users who use the Single Sign-On option from Albridge into Redtail. It is only required that you login to Redtail using SSO from Albridge one time for Albridge Applink to be available to you within Redtail CRM. This option (a link to Redtail) will show up under your Control Center in Albridge - if you do not see it, you can contact your broker dealer home office to have it turned on.