Raymond James Financial – Data Download Transfer

Advisor Onboarding Instructions

Step 1: Email [email protected] and request to be setup with a new File Code/Group Number for daily (RJTPD) file extracts to be added to the Morningstar ByAllAccounts feed. Please cc [email protected] in your request email for increased visibility.

Step 2: Once the setup is complete, Raymond James will provide you with your assigned File Code/Group Number.

Step 3: Email [email protected] to request feed setup.

Required information

Email Subject	"Raymond James Financial – Data Download - Feed Setup Request - Advisory Firm (Technology Platform Provider)"
Requesting Advisor	The first and last name of the advisor requesting the feed setup.
Requesting Advisor Email Address	The email address of the advisor requesting the setup.
Advisory Firm	The firm the requesting advisor is associated with.
Technology Platform Provider	The platform receiving data via ByAllAccounts on behalf of the advisor. This could be a portfolio management platform, financial planning software, CRM, etc. It might also be referenced as third party partner or redistributor.
Raymond James File Code/Group Number(s)	A unique identifier that allows ByAllAccounts identify which accounts should be associated with a given user.
ByAllAccounts User Email Address	The email address for the BAA user who will use the feed credentials to aggregate accounts after setup. This email will receive the feed password in step 4.

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 [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 AccountView and aggregate accounts.

Feed credential details

Username: Raymond James File Code/Group Number
Password: Shared by ByAllAccounts via email in step 4
Use of automatic account management (AAM) is recommended with this feed. You can do so by selecting the check box that reads "Let the system automatically manage the accounts on this credential." right below the credential entry fields in AccountView.
If you have more than one file code/group number, you need to create multiple credentials. These will share the same password unless noted otherwise.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials