Accounts from Raymond James may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Raymond James every time you restart Kwanti.
Note: Only the latest portfolio positions are transferred. The portfolio history (transactions) is not transferred. In the performance section, Kwanti will show results based on the hypothetical you choose in the Simulation drop down.
To activate the link, please send an email:
- To: ORMThird-PartyDataFeed@RaymondJames.com
- Cc: IT-DownloadAdministration@RJLAN.RJF.com
- Cc: Support@Kwanti.com
- Subject: Initiate a data feed to Kwanti
In the email provide:
- Rep # and Rep Name
- The main contact at your firm.
After the feed is authorized, Raymond James will notify you and Kwanti. After this notification, Kwanti requires an additional day to provision the data link.