Contributed by: Nicholas Boguth
If you’d prefer not to receive fund prospectuses by mail, there is a way to enroll in a paperless option.
Check the front of the envelope that you receive from Raymond James. It will have the instructions pictured below. There will be a box in the top right corner with a 20-digit number in it. Go to FundReports.com or call (866) 345-5954 and enter the 20-digit code.
From there, you have the 3 options below to choose from:
“Go Paperless” – to receive the prospectuses by email.
Receive a “Notice” – rather than the full prospectus, this will be a smaller piece of mail letting you know that a prospectus is available online if you’d like to access it.
Receive a “Paper Report” – to continue to receive the full prospectuses by mail.
Having trouble?
If you are a current client or have a Raymond James account, please give us a call. If not, we suggest calling the customer service number on your statement or calling your financial adviser.
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