Preview our Services
The number of online investment services available has increased significantly, allowing investors and their Financial Advisors to collaborate more closely in portfolio management and financial planning decision making. These services will become even more important as stock exchanges move closer to 24-hour trading and investors have the opportunity to take advantage of trading opportunities outside of the normal business day.
Raymond James is pleased to offer our clients Raymond James investor access, Internet account access system.
Among the features Raymond James investor access offers are:
- Account information is real time. Activity is updated in Raymond James investor access as it occurs in the client's account.
- Equity quotes are available on a 20-minute delay basis. Also with a click of a button clients can update the prices of the securities in their portfolio and see the percentage change for the day. Cost basis information is also available through Raymond James investor access.
Click here and you'll be able to preview this system for yourself.
To learn more about our custodial company, please visit Raymond James Financial on the web.