The Raymond James link automatically synchronizes your data from Raymond James into Kwanti on a daily basis. The data transferred from Raymond James to Kwanti is:
- the list of accounts
- for each account, the list of positions
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.