Anyone doing 529s and if yes, who with. Our custodian isn't interested.

I just attended the client success panel for Axos. Years ago they started and integration so that you could open a new account from Redtail with the Axos Integration. That was many years ago and then it didn't go any further. Now Axos has created the APIs so things like being able to have a 360 on things like address/contact info changes would only need to be entered in one place. We are looking for the best way to contact Redtail to help in that capability. Axos has hired several upper level TD people recently who would like us to be able to do most everything with them through our Redtail rather than jumping back and forth and entering twice.

*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!

Hi, is anyone else using Smartria? My firm and I just started using it. We will be registering with the SEC soon.

We have quarterly Zooms with Dimensional Funds for our clients, How do people who use Redtail note that in the contact record, Note, Activity, Tag etc.?????