The Raymond James online Investor Access account lets account holders access, view and use their accounts electronically through the Raymond James website. Because statements and other account information is password-protected, account holders can keep their personal and financial information secure and don't have to worry about mail theft or other intrusions. All account information is encrypted to protect it against online tampering, according to Raymond James.Continue Reading
Raymond James account holders can go completely paperless when they opt for online access to their accounts through the Raymond James website. Because all their files are electronically accessible from any computer, account holders can view them from the road or at their accountant's office, as Raymond James points out. The website holds onto 14 years of electronic statements, which account holders can print if needed. Account holders can also choose how often they want to receive their electronic statements.
The Raymond James website also lets account holders view recent transactions, upcoming dividend payments and other activity, and cost basis information. Research materials are available on the website, including news about investments. Account holders can filter and sort the numbers on their electronic statements to better understand what's happening in their portfolios. They can also choose to receive shareholder communications and trade confirmations electronically, according to Raymond James.Learn more about Financial Planning