Raymond James


Open Financial Exchange (OFX) Server

Raymond James 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

Regarding the above, they indicate:
To import data from your Raymond James Composite Form 1099 or 1099-R, enter the respective Account Number and Document ID without spaces for each tax form. 1099s will be available beginning 2/15; delayed 1099s will be available either 2/28 or 3/15.

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