The Raymond James integration allows Wealthbox users to access account details, balances, and holdings — all from the Contact Record page in Wealthbox. Please note – this integration only works with Raymond James RCS accounts.
How to enable the Raymond James integration
Select the “Enable” button under the Raymond James integration settings.
Click on the “Request Raymond James Integration” button, which will generate an email that needs to be sent to Raymond James requesting they start sending your RCS clients' data to Wealthbox.
It usually takes 24-48 hours before your Raymond James data will show in Wealthbox.
How does the Raymond James integration work?
Data from Raymond James is refreshed every morning.
Clients from Raymond James will be automatically mapped to Wealthbox contacts using the client's SSN. If no matches are found, the first and last names will be used as a secondary search to map the client between Wealthbox and Raymond James. The user always has the ability to manually link the client if the auto-mapping doesn’t return an exact match.
Raymond James Accounts and Balances
General Account Information
Users can view account details, including account type, account description, and account information.
Positions
Users can also view holdings within the account.
