1. Log into your Stratifi account and go to Settings > My Profile > Integrations.
2. Click on the Connect button in the Raymond James tile.
3. A pop-up will appear. Select the information that you would like to bring in and click the Connect button.
4. Enter your Raymond James Branch Number and click on the Confirm button.
Note: Shortly after clicking the Confirm button, our system will send out an automated email to Raymond James with your information requesting that a data feed be set up with Stratifi. You will be copied on this email. We will work with the Raymond James team to set things up and will update you when the setup is complete.
5. At this point, you should see a message saying indicating the approximate time it will take to set up the integration; at this point, you can press the Close button.