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.
Data is reflected on a one-day lag: data you see on a Wednesday will reflect Monday night's closing values.
Email IT-DownloadAdministration@RJLAN.RJF.com, requesting a release of your data to RightCapital (e.g. 'All accounts at my office' should be included)
Copy firstname.lastname@example.org on the email
They will work with you on the any required paperwork.
A RightCapital Support team member will reach out to you once the integration has been established.
Once the integration is set up, link client accounts:
Log in to RightCapital
This button only appears if an integration has already been established
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.