Income Lab

Integration Name:

Income Lab

Integration Type:

Financial Planning Tool

Setting up the integration:

Select the "Integrations" button under your "Settings" on the left-hand navigation menu within Income Lab:

 

IL1.jpg

 

Then, click the Redtail logo:

 

IL2.png

 

Name the integration "Redtail" and enter your Redtail username and password:

 

IL3.png

 

Then, click the "Link" button to establish the integration.

 

Integration functionality:

Once the integration is linked, click the "Households" button on the left hand navigation menu within Income Lab:

 

IL4.png

 

Create a new household or select one of your existing households:

 

IL5.jpg

 

Click the "Add Linked Account" button on the "Assets" page:

 

IL6.jpg

 

Scroll or search to find your household. Open the dropdown and select the accounts you'd like to link:

 

IL7.jpg

 

Your linked accounts will all have a blue link icon on the line item:

 

IL8.jpg

 

Income Lab resources:

Website

Contact

If you are looking for more Financial Planning Tools, click here!

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