Guide to your Raymond James statement
Raymond James is committed to providing investors clear, in-depth information about their accounts as well as consistent, high-quality service. That's why we offer you two options for viewing your account information. The Executive Overview Statement shows only the most important information, while the Comprehensive Statement provides a more detailed view.
Executive Overview Statement
Our Executive Overview Statement delivers a streamlined version of your statement that is:
- Focused on essential account information
- Delivered in a simple, easy-to-read format
- Printed portrait-style
A guide to your executive overview statement (PDF)
Comprehensive Statement
Our Comprehensive Statement offers more detailed information including:
- Essential account information
- Cost basis and date acquired
- Chronological sorting of all activity
- Charts and graphs that provide additional information
- Printed landscape-style