Setting up the integration:
If you use TD Ameritrade's VEO platform, you can establish the integration with Redtail in the following manner:
First, an admin user of the database must enable the integration for all database users under Manage Integrations.
Then, each individual user must enter their TD Ameritrade VEO credentials under Manage Integrations as well. To do from that page, click the Actions menu in the TD Ameritrade Institutional widget and click Settings:
In the resulting dialog, enter your TD Ameritrade Institutional Username and Password and click Save (Note: no capitalization is allowed in usernames for TDA logins - all characters should be entered as lower case):
VEO integration (TDA Announcements on the overview page) should work if you are setup for the TD Account feed, but you will also need to contact TDA to have them enable your user ID on their end. If you are not utilizing the account feed, you can still use the VEO integration - you'll just need to contact TDA to make sure this is enabled for you. Further integration options for TD Ameritrade are available from your Integrations Menu.
Veo integrates multiple platforms for smoother and more efficient operation for TD Ameritrade Advisors.
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Access to Veo’s open access capabilities is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade Institutional and Redtail Technology are separate, unaffiliated companies and not responsible for one another’s products and services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. In no instance should the listing of a third party be construed as a recommendation or endorsement by TD Ameritrade.