There are many benefits to receiving your portfolio or account statements, trade confirmations and shareholder communications electronically and viewing them online anytime in Investor Access. Investor Access is becoming Client Access. See whats changing,here.
Account Name and Document Delivery Tab (first one that displays)
I want to receive all of my account documents online only
If you do not have an Investor Access account:
When you need to view your documents, you dont have to rummage around in your file cabinet. They will always be stored in one convenient and secure place: Investor Access. With your username and password, you can access them from any computer, whether its at home, work or even your accountants office. And, of course, you can print a paper copy any time you need one.
Unlike paper statements, your online statements are protected by a password. So you dont have to worry about mail theft or people looking through your personal papers. You select your password, and you can change it whenever you choose. In addition, your account information is encrypted as it is transmitted over the Internet to prevent unauthorized users from viewing or tampering with it.
On your paper statements, the numbers just sit there. With Investor Access, you can filter, sort, drill down and perform other interactive functions. Your portfolio is continuously updated throughout the day, and you can view it anytime. You can see cost basis information, recent transactions by account and upcoming activity, such as dividend payments. You can read relevant news about your investments and access Raymond James award-winning equity research. Plus, of course, any time you need a paper statement, you can print one out on the spot. Raymond James stores up to 14 years of electronic statements.
When you elect to receive your monthly statements online, you have more choice and flexibility by having the option to select quarterly or annual statements instead.
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