If you use Morningstar Advisor Workstation, you can create an .xml file for a contact from Redtail, suitable for import into Advisor Workstation.
To do so, simply go to the contact record within Redtail and click on the Integration menu at the bottom of the screen:
Then, click Send To underneath the Morningstar Advisor Workstation header. This will download a .xml file, which you can then import into your Morningstar Advisor Workstation account.
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