Broker Check

Ongoing Communication Award-Winning Client Statements

Select our Comprehensive Statement* or our new
Executive Overview

Our Comprehensive Statement offers detailed
information, including:

  • Cost basis and date acquired
  • Subcategories within each portfolio section
  • Chronological sorting of all activity
  • Charts and graphs that provide additional
  •    information

Our Executive Overview provides a streamlined
version of your statement:

  •  Focused on essential account information  
  •  Delivered in a simple, easy-to-read format
  •  Printed “portrait-style” and mailed in a standard envelope

Change your mind about whether you want the detail that our Comprehensive Statement offers or the conciseness of our Executive Overview? No problem. Just let us know, and we’ll make the change for you.

*Raymond James Financial, Inc.’s enhanced client statement, which debuted in early 2007 to clients of its domestic wholly owned broker/dealer subsidiaries, Raymond James & Associates and Raymond James Financial Services, was ranked third-best among a field of 23 competitor firms in the latest rankings from Dalbar, the nation’s leading financial services market research firm, in their “2007 Trends and Best Practices in Brokerage Statements” study.

Investor Access combines the freedom of online services with the essential support and guidance of your professional financial advisor. With this service you can review activity and balances in all your accounts, individually or combined.

  • Complete access to your brokerage accounts and secure documents, as well as in-depth research and timely commentary
  • Simple, easy-to-navigate design
  • Quick-review home page featuring account summary and other convenient links
  • Multiple account statement delivery options
  • Quicken®, Microsoft Money® and TurboTax® download capability
  • Mobile access via the Investor Access smartphone app