Reporting Services

As a fiduciary, Raymond James focuses on timely investor reporting and generation of tax returns and audits. We deliver timely information and tax documentation to our investor partners, without exception. In 2009, 100% of K-1s and 98% of audits were delivered within one calendar week of their due dates. In 2010, 100% of K-1s and 100% of audits were delivered on time.

As an investor client, you may access the extranet through the Client Login link at the top of this page.

Contacts
Toni Matthews – CFO
Gwen Benton – Manager, Investor Reporting
Garrett Watkins – Manager, Investor Reporting

© 2009 Raymond James Financial, Inc. All rights reserved.