# Raymond James

Last updated 4 months ago

**Step 1:** Email [it-downloadadministration@rjlan.rjf.com](mailto: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](mailto: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](mailto:support@greenboard.com) with your File Code/Group Number and we will coordinate the remaining steps with Morningstar ByAllAccounts.