Investor Access

Raymond James Investor Access provides convenient, timely detail in an easy-to-understand online format for Raymond James accounts. Features include:

• Continuous portfolio updates throughout the day
• A complete portfolio snapshot with cost basis information, record of recent transactions by account and preview of upcoming activity such as dividend payments
• Continuously updated quotes for major market averages
• Online copies of statements, trade confirmation and tax reporting documents
• Ability to suppress mailing of paper statements and confirmations
• Downloads to Microsoft's Money® or Intuit's Quicken®