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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, select the "Setup" tab located to the left of the site. Click on the "Manage Integrations" option.

    Screenshot 2026-01-31 at 08.51.10
  2. Select the "Connect" button next to Redtail.

    Screenshot 2026-01-31 at 08.51.54
  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".