If you have an existing Redtail account, follow the below steps to connect your account with CircleBlack:
- Login to your CircleBlack Advisor account at https://advisor.circleblack.com.
- On the top right of the Advisor Dashboard, click the Gear settings icon, and click Integrations from the dropdown menu.
- On the Integrations page, click on the Redtail logo, and you will be presented with a login screen for Redtail. Enter your Redtail credentials (Username and Password) and click the Login button.
- You will be logged in to your Redtail account and the "single sign-on" to Redtail will be enabled and keep you permanently logged in.
IMPORTANT NEXT STEPS:
Please contact the CircleBlack Customer Success Team at help@circleblack.com to request a Redtail/CircleBlack data configuration.
If there’s a source other than CircleBlack populating your Redtail database, you may also need to turn off any data feeds populating your Redtail database.
CircleBlack will only push client and account data with matching taxIDs in your Redtail Contacts. The direct account feed with Redtail will update your account balances and position information each night.