RedTail API integration with Charles Schwab
We would like to see a direct auto feed integration between Redtail and Charles Schwab through API, which means that you would not need Portfolio Center in order to auto link accounts into Redtail. We would like to see account values, holdings, primary addresses, emails, phone numbers, date of births, etc. automatically link into the Redtail contact and account details. It would also be great if these fields would update automatically in Redtail based upon changes made at Charles Schwab.
Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Traci commented
Seriously- 4 years later and nothing???!!!
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Yanina commented
Thank you for starting on this!
Please provide a link or notification for updates and status on the progress of this integration.