Ndex

Integration Name:

Ndex

Integration Type:

Account Feed - Portfolio Management

Setting up the integration:

1. If you are affiliated with Ndex you can establish an account feed to Redtail.
2. You'll need to contact Ndex to start the process - Ndex will reach out to us to finish the setup process.
3. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.