A significant part of your overall financial plan is your short-term cash needs. Your advisor offers a number of cash management solutions designed to help you manage your day-to-day finances. Learn more about them and how they can help you do more with your money.
Capital Access, Raymond James’ easy-to-use cash-management program, provides a comprehensive solution for handling and consolidating your day-to-day finances. In addition to online access to your account, a dedicated support team and your financial advisor are always available to answer any questions you may have. For more information, click here.
Raymond James provides you with multiple options for automatically investing cash in your brokerage account – whether from the sale of a security, a dividend payment or some other source – into a money market account paying a competitive interest rate. Of course, we also make it easy to access cash from your account when you want it. For more information, click here.
With the Capital Access Visa Platinum debit card, you can shop almost anywhere without the need to carry cash or remember your checkbook. You can also get cash from your account when you make a purchase at participating retail locations.
With Capital Access, you never have to worry about unauthorized usage. Our premier fraud-protection service safeguards your debit card 24 hours a day, every day. We watch for unauthorized account activity so you don't have to, and we manage any fraud-related issues you may encounter. Our dedicated fraud protection team monitors your transactions in real time.