About Raymond James
Raymond James provides custody and service to independent RIAs through its RIA & Custody Services team.
Raymond James + Slant
Slant drafts the request to Raymond James with your branch number and approver filled in, asking for a firm-level feed that includes RJ Trust accounts. Send it from your connected mailbox, and Slant's custodian team is copied.
Once your approver signs off, Raymond James sets up the nightly feed. Slant registers your FA numbers, matches accounts to households by tax ID and owner name, and places each in the matching book.
Linked accounts show a portfolio balance, asset composition, positions, recent transactions and a 90-day balance chart on the client's Custodian tab, and their market value counts toward the client's AUM. A guided setup dialog in Settings saves your progress and emails you when the connection is live.
Common use cases
Portfolio on every client record
See balances, holdings, transactions and balance history from Raymond James on the client's Custodian tab, with the total in the record's header.
AUM that keeps itself current
Each linked account's market value counts toward the client's AUM.
Accounts on the right households
Slant links accounts to client households automatically when the tax ID matches, and you can link the rest from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
