Since Albridge is already sending the custodian, account type, registration type, owner to Redtail, it makes the most sense for that data to populate on the Accounts tab, rather than clicking in to each individual account to see those details. That process is inefficient.

I agree!! Albridge is already sending the data, so I think the script could be updated to place account type, owner, and custodian on the "accounts" page. Clicking in to each account for that information is highly inefficient.

This seems like an easy get with coordination with Albridge. The fields are in Redtail Data base. Just a matter of have Albrideg pass it on. Is this still open. If not please re-consider. It will have huge benefits for our Firm.

This would be massively helpful to address RMD's for our clients.

There are multiple posts about this. It makes no sense as to why they don't put the features in.

The former CRM system we used brought over all of the data from Albridge to include Registration Names, Account types, cusip, etc as well as the Acct Number, Balance, Holdings and SS#. I am very confused as to why this data cannot be brought into Redtail as seamlessly as it was in our other system.

AGREE!!!!

Currently, you have to identify accounts that come over from Albridge as an IRA, Roth, Joint or whatver. It also doesn't come over as Advisory, retail or annuity. Albridge has this data, why doesn't it come over into Redtail? I have 700+ accounts that have no IRS classification or product type. Would make it helpful to pull up when a client calls, etc.

This really needs to happen in order for us to use Redtail in the manner I envisioned 10 years ago! PLEASE!!!

The Albridge data feed should include transaction data, account titling, and beneficiary info.

Agreed. Account #s are not descriptive enough. Also, the account type defaults to Other for all types. You get both account name and correct account type from Albridge - see View Feed Details. It makes no sense that you can't pick up those fields

YES!!!!! Redtail is one of the only companies that Albridge even sends all that data too and things like company name and account type are not imported. It is ridiculous!

All of the data from albridge should be imported into redtail, not just the 3 fields you currently pickup. With current conditions, we have had to re-create a substantial amount of asset information.

If you click on an account arrow and select feed detail, additional information about that accounted is fed from Albridge. Allow that information to be available on the accounts screen so it is easy to identify accounts. Currently, they only have numbers listed and it is not easy to identify the accounts.

Currently the Albridge integration only populates the account number, tax ID, and account balance in Redtail. Any other information on the account would need to be updated manually within Redtail. I want to suggest enhancing the data feed to include the tax status (specifically qualified/non-qualified accounts), and account type if possible. With hundreds or thousands of accounts it is too time consuming to manually update each account, especially since Albridge maintains the tax status and account type on their side already.

I agree. The account registration should be available to import from the Albridge feed into the RedTail account registration field. I can see the account registration under account title on the Unlinked Account list, so it must be coming from Albridge.

Same with TD Ameritrade. That the data does not people the same field in redtail prohibits us from using all report in redtail which rely on that info. Which is most reports..

IE Accounts by Rep report yields all accounts rather than those grouped by rep number

Since the data comes over from Albridge anyway, can you include the registration of the account? It would be very helpful for those accounts where we don't have a natural indicator in the account number.