Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Raymond James Bank (via TriState Capital Bank) allows you to grant access to your accounts by creating an authorized user in the AdvantageTSC Direct portal. This enables you to delegate account management securely without sharing your primary login credentials.Bank terminology
| Concept | Raymond James Bank term |
|---|---|
| Delegated user | Authorized User |
| Admin | Administrator |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click the button to add a new user.Enter the required details as prompted by the interface.
3. Configure permissions
3. Configure permissions
Select the appropriate access level or permissions for the user as required by the interface.
4. Finalize setup
4. Finalize setup
Review the user details and click the confirmation button to complete the setup.
Important notes
Use one user per account if separate connections are required.