Scottrade now offers SSO and Account Feed to Redtail CRM


If you subscribe to Redtail via Scottrade's business-building package of Redtail CRM and MoneyGuidePro™ (which also includes Redtail Imaging and Mobile), two integration points are available.  One is Single Sign-On from your Scottrade Advisor Portal to Redtail CRM.  The second is an account data feed from Scottrade to your CRM.  You can see setup instructions here.

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