Account Management
Our account management system lets you instantly enter, maintain, view and report cost basis and gain/loss information for all Raymond James accounts. The system features:
- Automated split and reorganization processing, such as one-for-one splits, symbol changes, name changes and more;
- Average cost tracking for stocks and mutual funds;
- Display customization, allowing you to add or hide fields;
- Automated posting of buy and sell transactions;
- Realized and unrealized gain/loss display;
- The ability to click for more information about the existing position – stock or fund – and view partially completed trade screens; and
- The ability to sell against a specific tax lot for tax purposes.