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.