Sync Raymond James Client Access to Make
BankSync may support connections to Raymond James Client Access accounts through third-party open banking providers, then route supported transactions, balances, and account data to Make. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Raymond James Client Access or Make. Names are used only to describe potential account-data coverage and destination compatibility.
How to sync Raymond James Client Access to Make
Search for Raymond James Client Access in BankSync
Sign up for BankSync and, if Raymond James Client Access is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Make
Authorise BankSync to write data to your Make workspace. Select the database or sheet where your transactions should land.
Configure field mappings
Map supported Raymond James Client Access transaction fields such as date, amount, merchant, and category to the columns in Make however you like.
Set your sync schedule
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
What gets synced from Raymond James Client Access to Make
Transactions
Full transaction history from Raymond James Client Access including date, amount, merchant, and category.
Balances
Current and available balances for all your Raymond James Client Access accounts, updated on every sync.
Account Details
Account names, numbers, and types so you can filter and organise data in Make.
Merchant Info
Merchant names and category codes for richer transaction context.
Custom Field Mappings
Map any Raymond James Client Access field to any column in Make — fully configurable.
Sync Schedules
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Ready to sync Raymond James Client Access with Make?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Make in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Raymond James Client Access or Make. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.