How do I review my accounts online?
You can view your accounts online 24/7 by logging into Client Access. For more information on how to set up and use your Client Access account, watch the Client Access videos on our Wealth Tools page.
How do I locate my statements and fees?
Finding the right information is easy when you know where to look. Watch this 1-minute video and you’ll know just where to go.
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. On 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 account 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 a few ways to successfully request a withdrawal from your account. You may visit one of our offices and request the withdrawal in person or 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. If you have the Client Access app, you can make a mobile deposit or if you prefer the old-fashioned way, you can write a check 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 Workplace Wealth Coach invoice?
If you subscribe to our Workplace Wealth Coach services (formally Retirement Check-up) and need to pay your bill, please reach out to Janine Payne for more information about how to pay your invoice on our new secure pay portal, Advice Pay.
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.