Skip to content
English
More support
Back to Platform
  • There are no suggestions because the search field is empty.

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".