Aegon TFA (Transamerica Financial Advisors)

Integration Name:

Aegon TFA

Integration Type:

Account Feed - Portfolio Management

Setting up the integration:

Setup is handled by your Broker Dealer. Redtail Technology has no hand in this process.

Integration functionality:

Account data is pushed from Fidelity to Redtail based off of the Tax ID Number.

Aegon TFA resources: 

Website

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