Take Control of Your FinancesInformation 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
Access your account at Raymond James.