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Open the contact in Redtail
Click on the Integrations icon at the top right of the site.
Click on Berthel Fisher Companies.
Choose Send to (Preferred Portal)
This pushes the data to the portal and opens the Account Wizard.
Fill out the Account Information section of the Wizard.
When you advance to the next page (Primary Account Holder or Entity Info) you will see the Redtail contact data populated.
Continue as normal to fill out and submit the Account Wizard work item.
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