Setting up the integration:
Select the "Integrations" button under your "Settings" on the left-hand navigation menu within Income Lab:
Then, click the Redtail logo:
Name the integration "Redtail" and enter your Redtail username and password:
Then, click the "Link" button to establish the integration.
Once the integration is linked, click the "Households" button on the left hand navigation menu within Income Lab:
Create a new household or select one of your existing households:
Click the "Add Linked Account" button on the "Assets" page:
Scroll or search to find your household. Open the dropdown and select the accounts you'd like to link:
Your linked accounts will all have a blue link icon on the line item:
Income Lab resources:
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