What else do we offer

Cash Management Solutions
Investment Central offers a number of solutions to help you manage your ongoing cash needs.

Capital Access
Raymond James’ easy-to-use cash management program provides a comprehensive solution for handling and consolidating your day-to-day finances.  From credit cards, debit cards and check writing on your brokerage account, Capital Access makes dealing with the daily demands of your finances easy.  For more information, click here.

Brokerage Account Funds
Raymond James provides multiple FDIC-insured money market options that payi competitive rates for automatically investing cash in your brokerage account. For more information, click here.

Credit Card
The Raymond James Visa Signature® credit card has no preset spending limits, and offers a wide array of benefits, including a competitive rewards program, access to exclusive events, special offerings and complimentary concierge services.  It’s an excellent tool for dealing with the daily demands of your finances. Having it also enables you to pay your monthly balance automatically from your Capital Access account. For more information, click here.

Credit and Lending Solutions
Whether you need funds for an emergency, an unanticipated investment opportunity or the purchase of a new home, your Raymond James advisor has the tools you need.

Ready Access (Margin)
Ready Access provides a line of margin credit that allows investors to borrow against eligible securities at interest rates below, at or slightly above the prime rate. The amount borrowed determines the interest rates charged. These accounts provide cash on demand, with no lengthy application or approval process.

Borrowing on margin and using securities as collateral may involve a high degree of risk and may not be appropriate for all investors. Market conditions can magnify any potential for loss. If the market turns against the investor, he or she may be required to deposit additional securities and/or cash into the account. The securities in the account may be sold to meet the margin call, and the firm can sell investors’ securities without contacting them. For more information, click here.

Banking Services Through Raymond James Bank, a variety of competitive lending programs are available to meet your needs, from residential mortgages to personal loans. For more information, click here.


Raymond James & Associates, Inc. member New York Stock Exchange / SIPC and Raymond James Financial Services, Inc. member FINRA / SIPC are subsidiaries of Raymond James Financial, Inc.