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Related Accounts

Raymond James gives you the flexibility to group your accounts together so that you can effectively manage your day-to-day operations.

Client Linking

Through client linking, you can select and link client accounts for comprehensive review and reporting, as well as add or delete accounts within a particular link.

Statement Linking

Statement linking allows clients to receive statements in one envelope with a cover summary page. Up to nine accounts in one household can be linked. You can sign up clients for this time-saving service and link additional accounts when opened.

View example
 
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