Cash management solutions

Your advisor offers a number of solutions to help you manage your ongoing cash needs.

Capital Access

Capital Access, Raymond James’ easy-to-use cash-management program, provides a comprehensive solution for handling and consolidating your day-to-day finances. In addition to online access to your account, a dedicated support team and your financial advisor are always available to answer any questions you may have. For more information, click here.

Brokerage account funds

Raymond James provides you with multiple options for automatically investing cash in your brokerage account – whether from the sale of a security, a dividend payment or some other source – into a money market account paying a competitive interest rate. Of course, we also make it easy to access cash from your account when you want it. For more information, click here.

Credit card

With no preset spending limits, the Raymond James Visa Signature© credit card enables you to pay your monthly balance automatically from your Capital Access account and offers a wide array of benefits including a competitive rewards program, access to exclusive events, special offerings and complimentary concierge services. For more information, contact your financial advisor.