Your financial world in one place

Now you can have a complete view of your financial world. The Raymond James Investor Access site allows you to connect to and view all of your financial accounts in one place. You can aggregate account information from more than 8,900 financial institutions and have them automatically updated every night.

In addition to your Raymond James accounts, you will see your bank and credit union checking and savings accounts, 401(k) accounts, credit cards, mortgages, and more. You can even manually enter assets such as jewelry, collectibles, cars and real estate to build the full picture of your total net worth.

Talk to your advisor today to start taking advantage of the free account aggregation service available through Investor Access.

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Vault Notice

Mobile Check Deposit is a fast and easy feature that enables clients to safely and conveniently deposit checks into their accounts using the camera on their smartphone or tablet. Please contact us for more information at 915-534-4015.

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