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Jan 14 •
Redtail Account Feeds
I use Redtail. It's been a struggle to get my account feeds set up correctly. Is it better to just manually enter, then update account balance information periodically?
0 likes • Jan 27
None. It’s a mess. I do use emoney and found last week that they had many feeds that could be added. I think that that may then feed back to RT, but need to check. I’m honestly not sure how it had previously been feeding into my system. But that is now not working and my IT dept at my bd is not able to figure out why my balances are no longer working.
0 likes • Feb 2
@Aly Barnes this is really helpful. Thank you
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@cyle-gillman-5017
I’m a Financial And Insurance Advisor from Northern Michigan, trying to learn more about the Insurance side of the business.
Active 120d ago
Joined Jan 14, 2026
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