Have you enrolled in Investor Access? Connect to your accounts anytime, anywhere for a clearer, more complete view of your finances. Investor Access is a free, secure, online portal designed to help you get the most out of your Raymond James accounts. It brings your day-to-day finances and long-term investments together in one place – from your computer or mobile device. It puts instant insight and control at your fingertips. To set up your free account, click the link below and then click “Enroll in Investor Access” directly under the login ID in the top left corner – see picture –>

Once you’re registered, simply log on to review activity and balances in all your accounts – individually or combined. You can opt for a high-level summary or a more detailed view. You can view current and historical statements, account balances, account activity, key data including gains and losses, and tax-reporting documents. Is it safe, you’re wondering? Protecting your financial information is a top priority. That’s why Investor Access employs authentication procedures, several layers of firewall protection and encryption technology to keep your critical data safe and private.

Investor Access also allows you access to the Vault, which gives you a place to store and share digital copies of your important documents, from financial statements and legal agreements to passports and photos of valuable assets. The Vault enables you to quickly, conveniently and securely share files for purposes of collaboration with your financial advisor, their support staff, and authorized representatives. Authorized representatives are those parties that have previously been granted view-only access to your accounts).

Need assistance? Give Kelsey a call in our office. She is happy to walk you through the process or answer any questions you may have.