work to add Equity Trust and Equity Institutional (Self Directed IRAs) to the custodian list.
We are an independent Financial Advising Firm. We have a few dozen clients that have self directed IRAs. We would like to see the ability to have the account data show up in Redtail. We really like the way TradePMR (our main custodian) links in, so we would love to see the same thing with Equity Trust/Equity Institutional.
4
votes
Garrett Bonnette
shared this idea
Redtail’s Product Owner has read the 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!