Client Agreements

Depending on how your advisor affiliates with Raymond James and the types of accounts you have, your account documentation may vary. Should you run into any questions, please don’t hesitate to contact your advisor.

Master Client Agreements

Because advisors can choose to affiliate with Raymond James in different ways, there are five different versions of the Master Client Agreement (MCA). If you are unsure which is appropriate for your account, please reference your new account package and the bottom left footnote on the MCA section or contact your advisor.

• Master Client Agreement – RJA (PDF)
• Master Client Agreement – ICD (PDF)
• Master Client Agreement – IAD (PDF)
• Master Client Agreement – FID (PDF)
• Master Client Agreement – CCD (PDF)

Retirement Account Agreements

• Traditional and Roth Individual Retirement Custodial Account Agreement (PDF)
• SIMPLE Individual Retirement Custodial Account Agreement (PDF)