Account Feed - Portfolio Management
Setting up the integration:
If you are a Raymond James rep, you can now establish an account feed from Raymond James to Redtail.
You will first need to contact Raymond James to initiate the setup process required from their side.
You will also need to contact Redtail to provide the below information:
- Branch ID Number
- FA Number
- Redtail Username
- Name of each advisor
Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.
Account data is pushed from Raymond James to Redtail based off of the Tax ID Number
Raymond James resources:
Raymond James Resource Page
Raymond James YouTube Page
If you are looking for other Data Feeds, click here!