Raymond James

Last updated 4 months ago

Step 1: Email it-downloadadministration@rjlan.rjf.com 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 byallaccounts-custodians@morningstar.com 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 support@greenboard.com with your File Code/Group Number and we will coordinate the remaining steps with Morningstar ByAllAccounts.