Investor Access Tour

Investor Access is the convenient and secure way to access all your Raymond James accounts. It’s easy-to-use format enables you to:

  • View your portfolio, which is continuously updated throughout the day
  • View cost basis information, recent transactions by account and upcoming activity, such as dividend payments.
  • View relevant news about your investments.
  • Access Raymond James’ award-winning equity research.
  • View statements, trade confirmations and tax reporting documents online.
  • Suppress the mailing of paper statements, trade confirmations and shareholder communications.
  • Download transactions to Microsoft’s Money® or Intuit’s Quicken®.

Learn more about its features and benefits and how to navigate the system: Take an online tour of Investor Access »