and gain access to valuable tools

Raymond James Investor Access View your account statements, trade confirmations and shareholder communications online anytime. Your account information is continuously updated throughout the day, and encrypted as it is transmitted over the internet to prevent unauthorized users from viewing or tampering with it. Features include:

  • See your account balance and recent activity
  • See cost basis information, recent transactions by account
  • See upcoming activity, such as dividend payments
  • Read relevant news about your investments
  • Access Raymond James’ award-winning equity research
  • Print a paper copy any time you need one

SSG Solution Site The SSG Solution is an online service reserved for SSG Executive Advisory Group clients only. It is independent of Raymond James Investor Access, functioning as a shared resource for SSG advisors and clients to collectively address client-specific investment needs and goals. Features include:

  • Account consolidation: Provides private and secure platform for clear picture of net worth.
  • Collaboration: Clients can work in real-time with advisors, accountants and estate planners to review/share/generate account information and reports.
  • Planning: Develop ongoing financial planning in a collective and dynamic fashion that adapts to client-specific circumstances and changing market conditions.
  • Budgeting: Track and categorize transactions and account activity.
  • Vault: Secure online storage of pertinent documents (wills, passports, marriage certificates, etc.) serving as a virtual safety deposit box.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy policy

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