Viewing updated portfolios, account activity, investment news and statements and the ability to download information to Intuit Quicken are benefits of using Raymond James Investor Access, as explained on the company website. The summary screen displays an account's current market value, a summary of allocations and financial advisor contact information.Continue Reading
The investor access summary screen also offers access to a Raymond James credit card, rewards and bill pay, notes the website. Information on the summary screen is updated continuously throughout the day using a 15-minute delay.
The future payments screen displays transactions for approximately one month in advance. Payments displayed may include dividends, open orders, interest payments or any other transactions an account has scheduled, according to the Raymond James website. The portfolio screen displays an account's current holdings. The cost and market value of holdings are shown in addition to both current and anticipated activity.
Clicking the Quicken Downloads link from the Account Services tab on the investor access page imports information about account transactions from the portal to the Intuit Quicken financial software, the website explains. The Account Services tab also allows account holders to control document delivery options for statements, trade confirmations and other shareholder communications.
If a cost basis is not showing in an account, it may be because the securities were purchased prior to an account holder opening a Raymond James account. Financial advisors can assist in adding this information, advises the company website.Learn more about Investing