Take Control of Your Finances

Information and Tools to Assist You

 

RESOURCES TO GET YOU STARTED

We want your financial planning experience to be as easy to navigate and understand as possible. To help get you started and guide you through the process, we have compiled some resources we think you’ll find useful.

From what to bring to your first meeting and what you can expect from us to information about understanding your statement, here are some tips to make it easier for you to be involved in your financial planning.

For More Information

Navigating Your Online Account Access

(new and existing users)

UNDERSTANDING YOUR STATEMENT

WHAT TO BRING TO YOUR FIRST MEETING

Investor Login

Access your account at Raymond James.