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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, and
  • Printed "portrait-style," folded and mailed in a standard envelope.

Take a tour of the Executive Overview Statement.

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, and
  • "Landscape-style" printing, mailed flat in a large envelope.

Take a tour of the Comprehensive Statement.

 

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Raymond James & Associates, Inc. member New York Stock Exchange / SIPC and Raymond James Financial Services, Inc. member FINRA / SIPC are subsidiaries of Raymond James Financial, Inc.