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In order to import your stock data from Raymond James, you will need your Raymond James Account Number and Document ID. Your Document ID will be 11 digits long and both alpha and numeric characters. This will be listed on the brokerage statement you received from Raymond James.  If you need help with your Raymond James information, go to their Frequently Asked Questions and Contact Us webpage.

For electronic import instructions, go to our Forms 8949 and 1099-B - Entering Stock Transactions in Program FAQ.  When you get to the section to choose your brokerage, click Raymond James.


Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.


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