Integration Name:


Integration Type:

Account Feed - Custodian

Setting up the integration:

  1. If you are affiliated with TradePMR, you can establish an account feed to Redtail.
  2. You'll need to contact TradePMR to start the process - TradePMR will reach out to us to finish the setup process.
  3. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.

Integration functionality:

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

TradePMR resources:


Click here to return to the list of Data Feeds.

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