Welcome
Thank you for choosing to join Raymond James and trusting us to help achieve your financial goals.
At the heart of our firm lies a deep commitment to putting you and your financial wellbeing first, helping you live a "Life Well Planned" at each stage of life. We take pride in offering total wealth solutions that include financial and tax planning, investment management, insurance and more. No matter what you're planning, your advisor and our teams of specialists are here to provide personalized guidance and offer you the clarity and peace of mind about your finances, so you can focus on what matters most to you.
Our client site grants you access to essential documents pertinent to your Raymond James account. Should you require clarification regarding your account or assistance with online registration for our secure client portal, please reach out to your advisor.
We look forward to building a lasting relationship with you and supporting you in achieving a life well planned and well lived.
Sincerely,
Jamie Coulter
Chief Executive Officer
Raymond James Ltd.
Click on the links below to access important documents related to your account at Raymond James. You can print or save the documents, or bookmark the site for future viewing.
Raymond James Account Documents
- Account Terms & Conditions Booklet
- Guide to your client account statement
- Account administration & service costs
Investor Protection Information
Online Registration:
Sign up for secure online access to your client statements, trade confirmations, tax receipts, and to access market research. And as part of our “Green Initiative” we encourage you to opt into paperless options.