Investor Access Tour

Real-time online account information when you need it

While we believe in long-term investing, we also feel our clients should have access to information on their investment accounts any time they wish. Thus, we are pleased to present this Raymond James Investor Access tour, which provides step-by-step guidance for retrieving portfolio information via the Internet.

This value-added service offers timely detail with convenience that comes from the ability to view information anywhere Internet access exists. Your portfolio is continuously updated throughout the day, with equity prices reflected on a 20-minute-delayed basis. In addition, stock quotes – also on a 20-minute delay – and intraday charts are available even for securities not held in your portfolio.

Other important features include:

• A complete look at your portfolio with cost-basis information,
• Continuously updated quotes for major market averages,
• Downloads to Microsoft’s Money® or Intuit’s Quicken®,
• A synopsis of cash, securities and individual account values, as well as total value,
• Balances by asset category,
• A record of recent transactions by account,
• A preview of upcoming activity such as dividend payments,
• Online copies of statements, trade confirmations and tax reporting documents,
• Heritage Asset Management money market account activity,
• An online user guide,
• And much more.

Please take a moment to explore the information presented in this tour and refer to it as you discover the convenience of Raymond James Investor Access.

Of course, if you have any questions or suggestions, please contact your financial advisor or the Raymond James Investor Access Support Department at 877-RJ-ACCESS (877-752-2237) or investoraccess@raymondjames.com. Your observations are essential as we continue to refine new technologies to meet your changing needs.

Next: Welcome to more convenience