Follow

Raymond James account feed

Integration Name:

Raymond James 

Integration Type:

Account Feed - Data Aggregation

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 need to contact Redtail to initiate this process. We need the following information to set up the feed:

  • Branch ID Number
  • FA Number
  • Redtail Username
  • Name of each advisor

We will then contact Raymond James to initiate the setup process required from their side.

Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.

Integration functionality:

Account data is pushed from Raymond James to Redtail based off of the Tax ID Number

Raymond James resources:

Raymond James Login Portal 

Raymond James Resource Page

Raymond James YouTube Page

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

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk