A Guide to Your Raymond James Statement

An indispensable tool for following the progress of your investments

Take an In-Depth Tour of the Raymond James Account Statement

The Raymond James account statement is a direct reflection of our commitment to providing investors with clear and in-depth information, as well as high-quality service. We are confident that you will find your statement to be a vital tool as you work together with your advisor toward your individual financial goals.

Because we understand that our services must adapt along with clients’ changing needs, the Raymond James statement has evolved over the years – foremost, to become easier to understand, while reporting more of the information that you need.

In addition, for your convenience, one of the services we offer to clients who hold multiple accounts at Raymond James is statement linking. With this service, we mail all of your linked account statements together with a comprehensive summary page that provides a single snapshot of your entire portfolio’s status.

For more information about account linking or to request a detailed brochure about the Raymond James account statement, please contact your Raymond James financial advisor. If you are not yet a client and would like more information, please use the convenient Office Locator to find our office(s) nearest you today.