Raymond James Bank

www.raymondjames.com


Open Financial Exchange (OFX) Server

Raymond James Bank hosts an 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
 
 



If you have additional or newer information regarding Raymond James Bank downloadable files, please email us at support@form8949.com .