Account Feed - Custodian
Setting up the integration:
- If you are affiliated with TradePMR, you can establish an account feed to Redtail.
- You'll need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at firstname.lastname@example.org to provide the rep names and rep codes for all reps for whom you would like the feed established, as well as your Redtail database owner's name. We'll then set this up on our end.
- You'll also need to go within your TradePMR account and authorize the feed on that end. If you do not find the option to do this there, you can contact TradePMR and they should be able to walk you through setup on that end quickly.
- Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.