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      Connect YourStake to Redtail

      The user guide on how to connect Redtail and YourStake for easy access to client data.

      1. From the home page, scroll down to the "Settings" section and select "Manage Integrations".

      2. Select the "Connect" button next to Redtail.

      3. There will be a pop-up box that will allow the user to sign into their Redtail account.

      4. After logging in, the user should be redirected back to the YourStake Integrations page. Verify that the Redtail integration now shows as "Connected".