Accounts from Raymond James may be linked into Kwanti. For linked accounts, the portfolio data is refreshed every night from Raymond James to 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.
Activation
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.