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Aug '24 •
Carrier/Custodian Integrations with Redtail - HELP!
I am looking for a way to get more accounts to download into Redtail. Does anyone know if Jackson, Equitable, Lincoln has the ability to integrate with Redtail?
0 likes • Sep '24
we use Albridge as our one feed into RT. Lincoln comes over for us. We don't use the other 2.
Sep '24 •
Trusted Contact in Redtail
Where is the best place to record a trusted contact (especially for Senior Investors) in Redtail?
0 likes • Sep '24
Hi ~ We use the PRIMARY CONTACT field under MISC CLIENT INFO which under the KNOW YOUR CLIENT tab.
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@donna-zerger-5690
"Rewrite Your Story Membership" for Women 50+ Ready to Be Seen, Share Their Wisdom, & Get Paid for It. Even if starting from scratch
Active 15h ago
Joined Sep 9, 2024
California
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