Raymond James - RightCapital Help Center

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.

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:

Email IT-DownloadAdministration@RJLAN.RJF.com, requesting a release of your data to RightCapital (e.g. 'All accounts at my office' should be included)

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.

How to use the Raymond James integration

Once the integration is set up, link client accounts:

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

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

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

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.

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.