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Raymond James Integration

The Portfolios holdings integration between Raymond James and YCharts allows you to import any client household into YCharts to analyze, chart, and present your portfolio.

Activate the Integration

Deactivate the Integration

Troubleshooting

Frequently Asked Questions

 

Activation

To setup the integration in your YCharts account, you will first want to reach out to the Raymond James IT Administration group email. Once approved by Raymond James IT, continue to activation below.

Head to the Integrations page in YCharts and toggle on the Raymond James Integration.

Select Activate, and the integration should be added to your account.

Once activated, you are now ready to start using the Raymond James and YCharts Model portfolios integration. You can hover over Tools at the top of the page and then select Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose Raymond James from the menu.

 

Deactivation

This integration is manually handled by YCharts and Raymond James. To disconnect from the integration, please contact your Account Manager or email support@ycharts.com. 

 

 

Troubleshooting

There are only a couple of errors you may encounter while using the integration. If you’re troubleshooting and need additional support, contact YCharts support team.

Error: There are no Raymond James advisors associated to your user. Please contact support.

  • If you're seeing this error message and you have not yet reached out to the Raymond James IT Administration group email, please reach out and request your integration to be activated.
  • If you're seeing this error message and you have already received confirmation from the Raymond James IT Administration group email, please reach out to your account manager or support.  

Error: The selected item(s) do not have any holdings. 

This error appears when you attempt to import entities that do not have holdings. 

To resolve this issue: 

  • Try importing another type of entity. 

  • If you believe the holdings have not properly imported, reach out to YCharts support.

 

Frequently Asked Questions

  • Can I import cost basis data from Raymond James?
    • No, cost basis information cannot be brought into YCharts via the Raymond James integration.
  • If I make changes in Raymond James, will those automatically update in YCharts?
    • No, by default any changes made in Raymond James will not transfer over to YCharts. You can change this setting your integration to automatically update here. You can choose from having holdings update daily, weekly, or monthly.