Real-Time Account Information
Real-time account information keeps you and your clients up to speed.
Advisor’s Resource allows you to access real-time client account information, archived statements and more. Benefits include the abilities to:
- Access a full client list;
- Identify clients by account name or number;
- View successive pages that include holdings, account instructions, history, near-term future account activity, open orders and more;
- Chart fixed income assets by type, credit rating, maturity date and, for municipal bonds, by projected 12-month income distribution; and
- Search stocks by CUSIP or symbol and find out which clients have positions in that security.
Plus, clients can view real-time activity in their accounts at raymondjames.com. You also can view your clients’ accounts without having to know logins or passwords. Included with this free service are stock quotes on a 20-minute delay basis.