Tags
Raymond James
Use this IntegrationRaymond James
What this integration does
Automatically send Feathery workflow data to Raymond James to open custodial accounts without re-keying client information.
What you need
- An active Feathery account and workflow
- An active Raymond James custodial relationship
Who this integration is for
Wealth management teams that use Feathery to gather client information and open accounts through Raymond James. That information can be collected directly from clients, extracted from spreadsheets and financial statements, or pulled from existing systems such as a CRM or another custodian.
Raymond James RIA & Custody Services is the custody division of Raymond James, serving independent RIAs, hybrid RIAs, and broker-dealers. Firms get custody and clearing backed by a full-service financial services firm, without a custodian that competes for their clients through its own retail offering. Connecting it to Feathery lets teams bring client information together in one workflow and pass it into the Raymond James account-opening process with less manual entry.
How it helps
Using Feathery to automate Raymond James account openings can help teams:
- Catch missing or invalid information before submission
- Collect client data once and reuse it
- Run one consistent onboarding process across Raymond James and your other custodians
- Keep account opening connected to the rest of onboarding
Before you go live
Confirm which account types you’ll open through the integration, which fields your Raymond James setup requires, and whether any steps need advisor or compliance review before submission.
Related integrations
Connecting Feathery to Raymond James
Open the Feathery workflow you want to connect to Raymond James, then go to the Integrations tab.
.svg)
Select the Raymond James integration and authenticate with your Raymond James account.
.svg)
Click Connect to enable the integration.
.svg)
Go to the Logic tab, then the API connector subtab. Create a new API connector, select Raymond James, choose your action, and map your Feathery fields to the Raymond James fields.
.svg)
Create a logic rule that triggers the API connector at the right point in your workflow.
.svg)
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
