Verifying your Account Information on Login - FAQ

Hello Redtail User! You may be wondering why you've been prompted to confirm certain account information upon login, such as your Broker-Dealer, Address, Email Address, etc.


Q: Why am I being prompted to select my Broker-Dealer or verify other account information?

A: We want to make sure that we have the most accurate, up-to-date information about you and your business! We're asking you to confirm that the information that we have on file for you is correct. As but one example, if we have an old email address on file for you that could mean you'll miss important updates from us about your subscription.


Q: What if my Broker-Dealer isn't listed?

A: If you're Broker-Dealer isn't listed, you can simply select the 'None' option and hit continue!


Q: What if I'm not affiliated with a Broker-Dealer?

A: If you're not affiliated with a Broker-Dealer, you can select the 'None' option and hit continue! 


Q: I've changed Broker-Dealers, and have updated my information with Redtail accordingly. Will this affect my billing?

A: Sometimes, changing your Broker-Dealer can mean that your billing for Redtail services will also need to change. If you have any questions about your account, you can contact our Billing team at 800-206-5030, Option 4, to discuss your billing for Redtail services. 

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