Raymond James Bank


OFX SERVER

Raymond James Bank hosts an Open Financial Exchange (OFX) server from which your 1099-B realized gain and loss information may be retrieved by our program.

To retrieve information from their server, you will need the following information:
  Account Number
  Document ID
 
 





Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.