Raymond James Financial Data Download - Client Access
FI ID: 127670
Feed access personas: Individual Investors
Onboarding Instructions
Feed access pre-requisites
- This feed only supports brokerage accounts.
- This connection is for Individual Investors. Advisors and Outside Money Managers should use the Raymond James Financial Data Download - Financial Professionals connection.
- Access to this feed must be initiated and approved by the Raymond James advisor of record. Raymond James requires the advisor to specify the accounts to be added.
Step 1: Contact your Raymond James (RJ) advisor to initiate a request to add your account(s) data to the Morningstar ByAllAccounts feed.
Additional details
- The RJ advisor must initiate the request and approve feed access.
- RJ requires the advisor to specify which accounts should be added.
- The RJ advisor will work with the RJ Feed Team to set up those accounts on the Raymond James Financial Data Download.
Step 2: Once the setup is complete, Raymond James will provide you with your assigned Group Number/File Code.
Step 3: Email [email protected] to request feed setup.
Required information
| Email Subject | "Raymond James Financial Data Download - Client Access -- Feed Setup Request -- Requestor Name (Technology Platform Provider)" |
| Requestor Name | The first and last name of the individual investor requesting the feed setup. |
| Requestor Email Address | The email address of the person requesting the setup. |
| Technology Platform Provider | The platform receiving data via ByAllAccounts on behalf of the requestor. This could be a client portal, portfolio management platform, financial wellness software, or similar application. This is the investor application used to access the account aggregation feature. |
| Raymond James Group Number / File Code | This identifier allows ByAllAccounts to download your associated account information from the Raymond James Financial Data Download. |
Step 4: ByAllAccounts will complete the final configurations and share the feed password.
Feed password delivery details
| ByAllAccounts Password Email Subject | ByAllAccounts/Raymond James Financial Data Download - Client Access [ByAllAccounts SalesForce Case Number] |
| ByAllAccounts Password Email Sender | [email protected] |
| ByAllAccounts SalesForce Case Number | This is the reference number you will have received to track your request after completing step 3. |
Step 5: Enter feed credentials in your investor application and aggregate accounts.
Feed credential details
- Username: Raymond James Group Number/File Code
- Password: Shared by ByAllAccounts via email in step 4
- If you have more than one group number/file code, you need to create multiple credentials. These will share the same password unless noted otherwise.
Additional Feed Information
For account assignment requests and inquiries, Investors must work with their Raymond James Advisor. ByAllAccounts is not involved with account assignments.
Updated 4 months ago
Updated 6 days ago