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Financial Planning & Wealth Management Tools

We are committed to providing our clients the financial planning and wealth management tools and support they need to feel confident about their financial futures. In addition to our in-person support, we also provide relevant articles and videos, as well as public speaking events and workshops to be a total wealth management resource. View our forms, resources, and how-to videos below.

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CLIENT HOW TO VIDEOS

How to Use E-Signature

Using e-Signature saves you time and allows us to send you documents wherever you are.

Your First Zoom Meeting

We can have a meeting with Zoom that still gets us face to face, despite the miles. If you haven’t used Zoom before, it’s an easy platform.

How to Start Using Client Access

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage.

Customize Your View of Client Access

Learn how to rearrange the order you see your accounts and rename them.

How to Set Up E-delivery

Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy.

How to Start Using the Vault

Did you know there’s safe, behind the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you.

How to Use Secure Messages

In today’s era of online communication, making sure we keep your personal information safe has never been more important.

2 Factor Authentication

Your security is a top priority for us. That’s why you can expect an extra layer of security on your Client Access account.

Help I’ve Lost My Password

You are not alone! Keeping track of all your passwords is a job in itself.

How to Find your Statement and Fees

Finding the right information is easy when you know where to look. We want to make sure it’s easy for you to locate your Raymond James statements inside the Client Access Portal.

Finding Your Tax Documents

When you’re ready to do your taxes, you want to have all the paperwork you need.

Transfer Funds (Desktop)

Moving money from one account to another has never been easier. It starts with your Client Access login.

Funds Transfer on the App

You can do a lot with your phone these days – including moving funds from one account to another.

How to Make a Mobile Check Deposit

Forget the envelopes and stamps – there’s an easier way to make deposits into your investment accounts.

Linking TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.

FINANCIAL TOOL KIT

Emergency Kit

Volatile markets? How should you react? It's easy to get triggered by the headlines, so what should you do?

Brain Trust

A Brain Trust can help you reach your goals and focus on your long term success.

Socially Responsible Investing

Learn how sustainable investing can align your investments with your values and help mitigate risk.

Longevity

With life expectancy at an all time high, learn how to plan for the costs associated with living longer.

So Now You’re In Charge

If you're in a financial transition, such as divorce or the loss of a spouse, we want you to know you are NOT ALONE.