Raymond James Statement PDF to Excel Converter
Convert Raymond James investment account statement PDFs to Excel. Supports Raymond James brokerage, RRSP, TFSA and non-registered investment account statements.
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Upload Raymond James PDF →Supported Raymond James statement formats
- Raymond James brokerage account statements
- Raymond James RRSP statements
- Raymond James TFSA statements
- Raymond James non-registered investment statements
How Raymond James statements are parsed
Trade settlements, dividends, distributions and fees are preserved as separate rows. Multi-line security descriptions (CUSIP, security name, trade details) are merged onto the correct transaction row.
What you get: a clean .xlsx file with separate Date, Description, Debit, Credit and Balance columns, properly formatted numbers and dates ready for Excel pivot tables, Tally Prime import, or your accounting software. Multi-line transaction descriptions are merged into a single row.
How to convert your Raymond James statement
- Download your Raymond James statement PDF from net-banking (avoid scanned copies — export the e-statement directly).
- Drag and drop the PDF onto the upload area on the home page.
- Wait a few seconds while we parse every transaction, date and amount.
- Download the converted .xlsx file. Optionally enable the Tally template checkbox for a one-click Tally Prime import file.
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One upload, one click. Your data never leaves the conversion request — deleted from memory the moment we hand you the file.
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