INVESTOR ACCESS ENHANCEMENTS

Investor Access Login

At Raymond James, we spend a lot of time working to understand your needs and improve your online experience. Here you’ll find information about recent and upcoming enhancements made to Investor Access.

Your feedback is always welcome

If you have ideas or requests for future Investor Access enhancements, please share them with us on the Comments and Suggestions page.

CURRENT UPDATES

Additional activity history

Up to 18 months of account activity, rather than 13, are now available under My Accounts > Portfolio > Activity.

Terms and Conditions update

Terms and conditions will be changing on April 29, 2012, in preparation for the addition of online funds transfer capabilities to Investor Access. Section 19 will be added to include online funds transfer, which will be the primary update for this Terms and Conditions update. View the new Terms and Conditions here.


WHAT ELSE IS NEW?

Fixed income ratings and muni disclosures

View additional in-depth information about the creditworthiness of any fixed income holdings in your account. Details range from credit ratings from the major ratings agencies to issuer-filed financial disclosures for municipal bonds. Credit ratings are an important indicator of the issuer’s future ability to meet its obligations, and working with your financial advisor, you can make sure your holdings continue to align with your goals.

See it under My Accounts > Portfolio.

Bill Pay

Raymond James’ new Bill Pay system is a convenient, secure way to pay your bills online, integrated seamlessly through Investor Access. With Bill Pay, you can:

  • Pay bills or send checks to individuals from your computer
  • Input biller information for quick and easy payments going forward
  • Choose to receive bills electronically from major companies
  • Set up automatic payments for those recurring bills

New to Investor Access?

New Investor Access

Learn how you can take advantage of all Investor Access offers:

  • Secure online access to key portfolio data and up to 18 months of activity
  • Electronic statements, trade confirmations and tax reports
  • Much more

> View the interactive demo.