Order management

Advisor Access groups all of your transaction tools in one place, making order entry almost effortless.

You’ll use electronic order entry for:

• Exchange-listed securities and options
• Fixed income
• Syndicate offerings
• Mutual funds
• Annuities

Plus, you’ll have the ability to place equity, mutual fund, annuity or options orders for a single account or a block trade for an unlimited number of clients. Separate, clearly designed screens allow you to open regular and “good ’til canceled” orders, monitor working orders, and update reports with the click of a mouse. You can even give special instructions to the floor trader and back office. You receive order confirmation tickets and a full recap report of the previous day’s orders, which are printable supervisory reviewed. View example

For fixed income, you can access Raymond James’ inventory of CDs, corporate bonds, unit investment trusts, government bonds and more. In addition, you’ll have the availability to view and order offerings of bonds not held in inventory but offered by other dealers within the industry.

Ladders can be built with the help of our fixed income desk, as well by filtering criteria for bonds that fit your clients’ needs. You select a number of bonds from those results by simply clicking a button utilizing the bonds you’ve just selected.