If you have an account feed with one of the account aggregating firms with which Redtail integrates (Albridge, Assetbook, etc.), once your feed begins you'll see a number in the Unlinked Accounts area on the Accounts tab of your Today page. To access those Unlinked Accounts, you can click on that number:
You can also access your Unlinked Accounts under Reports --> Account Reports --> Accounts by Unlinked. Whichever method you use, you'll then see your Unlinked Accounts Report. In our example below, I'm only showing three accounts for this database, though ordinarily your number would be a great deal larger than this, particularly on the initial feed:
Note the Run Autolink button in the top right corner of this page (as well as the option to export this data to Excel):
If any of the accounts displayed on your Unlinked Accounts page have a red asterisk to the right of their TAX ID NUMBER, this means that the Tax Identification Number that fed over with the account matches a Tax Identification Number for one of your client records. Clicking Run Autolink will link those accounts to the Accounts section of the appropriate client records and the accounts will disappear from this page. Most likely, however, you may be left with some accounts on this page after running the Autolink. The question then arises of how to successfully link up the remaining accounts in the Report.
In our example above, the first two unlinked account have the red asterisk, indicating a matching TIN within a contact record in Redtail. These accounts would be removed from your Unlinked Accounts Report after running Autolink. The last one, however, would remain.
As you can see, the last account doesn't have a red asterisk to its right, meaning there is not a matching TIN within your database. The third column contains the Tax Identification Number that came over with the account in your account feed. In most cases, you'll be able to tell from the first column of data on each account to whom they belong. You can then go into the contact's Record and look at the Contact Details section on their Overview page to see what SSN, if any, is entered for them:
If the contact does not have a Tax ID listed, this is an opportunity for you to add this to their record. If you add their SSN and it matches the TIN that came over with the Unlinked Account, you can then go back to your Unlinked Accounts page and click Run Autolink. The account will link up to the client record and will continue to feed there going forward.
Of course there is the possibility that the client's TIN and the TIN that comes over with an account may not match. In that case, on the Unlinked Accounts Report you can click the Actions menu to the left of the Account Title and select "Link to Contact" - you can then search for the contact that the account should be linked to and manually establish that linkage. Or, if the contact doesn't have a record in your database, you'll be able to create a new contact record for them using the "Link to Contact" option. You'll also see the ability to "View Feed Details" when clicking the Actions menu for an account on this report:
Note: Unlinked Accounts can also be linked from within a contact's record, if a manually entered version of the account has previously been added to your database. You can see this post for more details on linking accounts in that manner.