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How do I export my data from Raymond James CRM?
How do I export my data from Raymond James CRM?

Follow these instructions to export your contact lists from Raymond James CRM.

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

From within the Raymond James Client Center, click on the CRM tab which will launch a new CRM window. Adjust the filters accordingly, select the records using the checkboxes to the left of the list and click the Export button at the top right. (see below) *Only 200 records can be selected at a time*

Note: You will need to reach out to Raymond James directly to request a full backup if you are tracking notes and activities.

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