Go Paperless by April 30th and receive a one-time $50 fee waiver*
We invite you to stop receiving paper statements, trade confirmations and shareholder communications by mail and instead opt for electronic delivery via Investor Access, a free service exclusively for Raymond James clients.
Just imagine - no more rummaging through overstuffed filing cabinets, dusty shoeboxes, cluttered in-boxes or wherever you stow your statements. Online, they're always easier to find. And if you need them on paper, just print them on demand.
Here are some additional benefits to Investor Access:
- Your portfolio is continuously updated throughout the day
- View your accounts at any time
- See cost basis information and recent transactions
- See upcoming activity such as dividend payments
- Read relevant news about your investments
- Access Raymond James' award-winning equity research
Investor Access uses many different measures to protect your information, including password protection and encryption. Sound good? Here's how to think outside the envelope and go paperless. Sign up by visiting raymondjames.com/investoraccess and click on Enroll in Investor Access in the left-hand column. You'll need your account number to get started and will be prompted to select your document delivery preferences during the enrollment process.
If you already use Investor Access to access your accounts online, log in and go to Account Services > Client Tools > Account Name and Document Delivery Tab (first one that displays). Choose "I want to receive all of my documents online only to update your preferences.
Please contact your favorite Center Client Service associate with any questions you may have.
*Subject to offer terms and conditions: http://www.raymondjames.com/investoraccess/enhancements/terms_conditions.htm C14-005361