Raymond James Interface Setup Instructions:

Please Note: Your request will be reviewed by Raymond James' Operational Risk Management team, and the feed may require written firm or client approval. For more information, contact your Raymond James relationship manager.

Contact Raymond James

• Use the template below to request a new feed from Raymond James.

Submit a Support Case to Orion

• Log into Orion Connect and open the Support App.
  • Click the  button within the Support app.
  • Select the Service Request tab.

Service Request Details:

• Support Service Team: Reconciliation (If you are working directly with the Onboarding team, select Onboarding as the Support Service Team instead)
• Advisor #: populate with your firm's Orion advisor number
• Subject: New Raymond James feed - [insert firm name]
• Description:
  • We have contacted Raymond James to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database.
    • Firm Code: to be sent to sme-data@orion.com from Raymond James
    • Do you intend to share this feed with any other database(s) in Orion? YES or NO (If yes, please explain)
    • Three Sample Accounts: [enter three account numbers expected in the feed]
    • Rep Assignment: If there is a representative you would like assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name
    • New Accounts Process: Auto-Add or Auto-Exclude (Denote how you wish to handle new accounts in your database.
    • Click Submit

Interface Notes

• Important Note: Annuity data is sent through the feed, but Orion is unable to reconcile it, and this data cannot be managed in a direct Raymond James feed. It is best practice to have the accounts flow into Orion via DST. For more information on DST, review Interface Guide & Setup - DST (FanMail) - EXTERNAL.
• Requests not completed within 60 days are subject to cancellation. Custodial delays and other special circumstances may allow for more time as necessary.
• Please Note: Data cannot apply to your database until Orion receives a notice from Raymond James that includes your firm's code.
• IMPORTANT NOTE: This download format is eligible for sleeving. 
• This feed contains name files, and accounts can be created automatically through the feed.
• Rep mapping is available.
• Approximate time to complete (start to finish): 7-10 business days once Orion receives all applicable information.