Resources For Our Clients
Our Security Guarantee
As a firm that uses superior technology, security is of the utmost importance. That’s why we offer you our word in writing:
We will reimburse clients for actual losses in any of their Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of their own.
Client Access, Our Online Portal
ACCOUNT OVERVIEW: View account balances, activity, statements, charts, research and more.
MOBILE CHECK DEPOSIT: Download the mobile version onto your Apple or Android device and use the Mobile Check Deposit feature to deposit checks from wherever you are – just by taking a picture.
THE VAULT: Access to your own personal online Vault – The Vault allows you to quickly, easily and securely store a variety of file types online, safely behind our firewall. Popular items to store in Vault include copies of insurance policies (life, disability, home, auto), tax returns, mortgage information, appraisal certificates, images of your home or office for insurance purposes and more.
OUTSIDE ACCOUNT AGGREGATION: Access to our Account Aggregation tool – You can connect other brokerage accounts, banks and credit card companies to your Client Access portal. Our firm will pull in the data each night, allowing you to view all of your accounts in one place instead of using multiple logins. You also can manually enter items such as jewelry, collectibles, cars and real estate for an even more complete view of all your assets. Click here to see how Account Aggregation works.
Click here to see an interactive tour of our Client Access Portal
Market Commentary
- Replays - Market Update Webinars with CIO Larry Adam
- Al Boris' Thoughts
- Weekly Economic Commentary by Dr. Scott J. Brown
Resources
- How to Make a Mobile Check Deposit
- A Guide To Your Statement
- How To Use Our eSignature Program
- K1 Support – (download and print a K-1 tax package)
- Check Your Social Security Statement – Log in and receive personalized estimates of future benefits based on your real earnings, see your latest statement and review your earnings history.
- You And Your Financial Advisor – Choosing an Advisor
- 16 Rules For Investment Success By Sir John Templeton
- Al Boris’ Synopsis of John Train’s “The Money Masters”
- Key Benefits For Military Families
- Financial Literacy Activities For Kids
- Steps to Take When A Loved One Passes
- Changing Jobs? Know Your 401(k) Options
- Business Succession Planning
