Integration Name:

 

Aegon TFA

 

Integration Type:

 

Account Feed - Portfolio Management

 

Setting up the integration:

 

Setup is handled by your Broker Dealer. Redtail Technology has no hand in this process.

 

Integration functionality:

 

Account data is pushed from Fidelity to Redtail based off of the Tax ID Number.

 

Aegon TFA resources: 

 

Website

 

If you are looking for other Data Feeds, click here!