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 TradePMR to start the process - TradePMR will reach out to us to finish the setup process.
- Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.