Guide to your Raymond James statement

Raymond James is committed to providing investors clear, in-depth information about their accounts as well as consistent, high-quality service. That's why we offer you two options for viewing your account information. The Executive Overview Statement shows only the most important information, while the Comprehensive Statement provides a more detailed view.

Executive Overview Statement

Our Executive Overview Statement delivers a streamlined version of your statement that is:

  • Focused on essential account information
  • Delivered in a simple, easy-to-read format
  • Printed portrait-style

A guide to your executive overview statement (PDF)

Comprehensive Statement

Our Comprehensive Statement offers more detailed information including:

  • Essential account information
  • Cost basis and date acquired
  • Chronological sorting of all activity
  • Charts and graphs that provide additional information
  • Printed landscape-style

A guide to your comprehensive statement (PDF)