How do I review my accounts online?
How do I read my statement and locate my fees?
During the Completion Meeting, one of our Client Advocates will finalize your client orientation by reviewing how to read your statements and locate your fees. You can also reference A Guide To Your Executive Overview Statement.
How do I suppress my paper statements/proxies?
Choose your preferences by logging into Client Access. Once in Client Access, click on the white “Quick Links” button in the top right of the screen, just under the blue toolbar. Select “Document Delivery Options” from the drop down menu. In the next screen, under the Account Name and Document Delivery tab, select the radial button for online vs. mail delivery in the grey box. You may also choose different delivery options for each of your accounts by checking/unchecking the boxes in the section below.
How do I change my contact information? (i.e. address, phone number, beneficiaries, etc.)
Contact our office and speak with one of our Client Advocates to update your records. For your security, please DO NOT send personally identifiable information via email.
How do I withdraw money from one of my accounts?
There are only two ways to successfully request a withdrawal from your account. You may visit one of our offices and request the withdrawal in person, or you may call us and make the request with one of our Client Advocates. For your security, we absolutely cannot accept requests via email or letter.
How do I make a contribution/deposit to my account?
You can make a contribution to your account at any time. Please make all checks payable to Raymond James and either mail or deliver it to our Fenton office (329 W. Silver Lake Rd., Fenton, MI 48430). Please note the account number in the memo section.
How do I pay my Retirement Check-Up invoice?
If you have a Retirement Check-up agreement and need to pay your bill, please make those checks payable to: Kaydan Wealth Management and mail to our Fenton office (329 W. Silver Lake Rd., Fenton, MI 48430). Please contact Janine Payne with all billing questions or pay your invoice here.
How do I schedule an Appointment?
Contact our office and speak with one of our friendly Client Advocates, or schedule an appointment on your own by using this link.
What do I do if I receive an AIV (Account Information Verification) and the information has changed or is incorrect?
If the information on your AIV needs to be revised or is incorrect, please contact our office and ask one of our friendly Client Advocates to help update your records.