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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.
FORMS
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.
How to Aggregate Your Accounts
Ready to put your full financial picture together? Client Access can help. Once you log on, we’ll show you how to find the place to link your outside accounts to your Raymond James account. When you do it, you’ll get a snapshot of all your finances, not just the accounts we’re helping you manage. Before you log in, watch this quick video and you’ll be ready to start linking.
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.