Cash Strategies and Lending Solutions A robust array of solutions tailored to you

With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to help ensure that we are continuously working to fulfill your financial goals.

Cash Strategies

Offered through Raymond James

Lightbulb with dollar sign

Cash Strategies
Consulting

We partner with consultants to design a cash strategy that aligns with your needs for liquidity, safety and return

Currency Image

Capital Access

An everyday cash management account that offers flexibility and accessibility, from purchasing investments to paying bills and managing daily expenses

Piggy Bank with Umbrella over it

Cash Sweeps

Programs that maximize FDIC insurance and allow your cash to earn interest while keeping it accessible

Credit Cards Image

Credit Cards

Cards to suit everyday consumers, businesses and high-net-worth individuals


Lending Solutions

Offered through Raymond James Bank except where otherwise noted

Hand holding currency

Securities backed
lending options

A flexible line of credit using eligible assets in one or more Raymond James accounts

  • Securities Based Lending (SBL)
  • Margin accounts (offered through Raymond James)
Pen and Paper

Tailored
Lending

Customized credit solution for uniquely qualified clients that provides easy access to liquidity

House with Money Sign

Residential
Lending

A wide variety of mortgage loans and programs in all 50 states

  • Jumbo and conforming loans
  • Fixed rate and Adjustable rate
  • A streamlined Private Wealth Mortgage channel for qualifying clients
Currency Image

Other
Lending

Loans designed to suit a variety of needs

  • Commercial Real Estate
  • Corporate (C&I)
  • Aircraft, art/collectibles, and small business (offered through third parties)