Push Integration

Owned by Brittany Noethen
Last updated: Jan 06, 2021
2 min read

Push Redtail Contact Data into the Account Wizard

This feature provides users with the ability to push Redtail contact data from Redtail into the corresponding fields for the Account Wizard’s account owner and entity sections.

The Push Integration feature only works after a user has successfully setup SSO in the portals. If you use both a broker/dealer portal and the planning portal, you must setup SSO in both sites.

  1. Open the contact in Redtail

  2. Click on the Integrations icon at the top right of the site.

  3. Click on Berthel Fisher Companies.

     

  4. Choose Send to (Preferred Portal)

     

  5. This pushes the data to the portal and opens the Account Wizard.

  6. Fill out the Account Information section of the Wizard.

  7. When you advance to the next page (Primary Account Holder or Entity Info) you will see the Redtail contact data populated.

  8. Continue as normal to fill out and submit the Account Wizard work item.