Please complete the email setup form providing the requested information below. Then, save the form to your desktop. Once completed and saved, click the link below to upload the form to us.Note:An electronic signature is required in order for the form to be processed. Please make sure the signature is executed in the proper field located at the bottom of the form.

CLICK HERE TO UPLOAD COMPLETED FORM (hold CTRL then click the link)

Redtail Account Holder (DBO):
(First and Last Name) / DBO CRM Username:
Contact Email Address:
Broker Dealer:
Domain Name:
[?] Domain Alias(es):
[?] Journaling Address:
[?] Encryption Service Relay:

Email Accounts to be hosted:

Email Address / Aliases [?] / Email Password / User’s Name (First & Last Name)
Example: / Tuck; mascot / N@mesak3 / Tucker McLaughlin (example)
Account Passwords must be at least 8 characters include 3 out of the 4following items: Upper case, Lower case, Number, or Special character (!#$)

[?]Distribution Lists to be hosted (no charge for these lists):

Address / Recipient addresses
Example: / ,

[?] Users to be assigned Email Admin Viewing Permissions

All Users / This option enables Email Admin Viewing Permissions for database users.
Specific Users(list Redtail CRM Usernames)

I hereby agree to conduct the present transaction by electronic means and do hereby declare that the following electronic signature constitutes my legally binding signature as if I had manually affixed it to this document:

Redtail Account Holder(DBO) Signature:
(Type First and Last Name) / /s/

Email Viewing Permissions

The ability to dynamically link your email correspondence to your contact records within the Redtail CRM is a feature of the Redtail Email Hosting Service.There are two viewing permission roles related to users and what emails the user can see. There is a role of Email Admin and then the standard role of Non-Admin. You can choose these roles within the Users to be assigned Email Admin Viewing Permissions section of this form.

Email Admin - By default only the database owner's viewing permissions are set to Email Admin. This role allows for the user to view all email correspondence that is linked to contact records within the CRM.

Non-Admin - By default all other users' viewing permissions are set to Non-Admin, which only allows the users to see the email communications that they are included on. This covers both inbound and outbound.

VERY IMPORTANT for reps with independent broker dealers

In most cases, for compliance reasons Redtail will need to forward or journal your email to your broker dealer. You need to contact your Broker Dealer to verify if this is required and request a forwarding or journaling address. We must have this in order to forward/journal your email to your broker dealer. For reps that are using Smarsh or Live Office, you would need to contact Smarsh or Live Office and request a journaling address. Please make sure to add the forwarding or journaling address to the table above. This is generally a requirement for those who are tied to a Broker/Dealer and not for Independent Reps or RIAs.

Billing Information:

The cost of Redtail’s Email Hosting Service is only$8 per month per mailbox we host. We do not change for domain aliases, account aliases or distribution lists.

Security Information:

Transport Layer Security (TLS)encryption is provided at the server level. Secure Socket Layer (SSL) Encryption is available within most mail clients.

If you would like to utilize a third-party email encryption service, such as Proofpoint, smarshEncrypt or EradoSecureMail, we do offer integration with those services. After you've signed up with your chosen encryption service, they will provide you with an outbound relay. You would then provide that relay information to Redtail. At that point, our email techs will configure your account so that all of your outgoing email is relayed through their encryption server.

SEC Compliance:

All messages that you receive and send through your mailbox are automatically archived into two separate data stores to provide complete archive redundancy. This includes attachments. An email backup of your emailcommunicationcan be provided to you upon request at any time. Our retention is specifically built to meet email archiving regulations from SEC Rule 240 (17a-3 and 17a-4).

If you have any questions please email or call (800) 206-5030 opt. 3 then opt. 3

Visit our Frequently Asked Questions (FAQ) by clicking here.

Note: Processing will be scheduled once the form is received. Standard turnaround can fluctuate depending upon volume.

Helpful Tip:Click the red question mark [?] along with the Ctrl button on your keyboard for additional information pertaining to the respective field it accompanies.

Version:5.0 / Last update: Jan.2016