Integration: Raymond James

What integrating with Raymond James does for you

Integrating with Raymond James connects client accounts at Raymond James to RightCapital. Once integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the closing value from 2 days prior.

Note

Data is reflected on a one-day lag: data you see on a Wednesday will reflect Monday night’s closing values.

How to set up your Raymond James integration

To set up integration with Raymond James:

1
Email  IT-DownloadAdministration@RJLAN.RJF.com, requesting a release of your data to RightCapital (e.g. 'All accounts at my office' should be included)
2
Copy [support@rightcapital.com](mailto:support@rightcapital.com) on the email
3
They will work with you on the any required paperwork.
4
A RightCapital Support team member will reach out to you once the integration has been established.

How to use the Raymond James integration

Once the integration is set up, link client accounts:

1

Log in to RightCapital

2

Click Open Client next to the client you’d like to integrate

3

Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)

4

Click + Link Account and select "Raymond James" from the dropdown menu.

Note

This button only appears if an integration has already been established

5

Search for the client's name from the integrating database

6

Select accounts (using the check boxes in the “Link” column) to assign to the current client.

7

Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance integrating Raymond James to RightCapital please contact Support.