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Wealth Tools

Manage your money

The best way to ensure a smooth ride is with the right tools.

Giving you the expertise and support to keep your financial success moving forward also means giving you the resources to move smoothly.

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Getting Started

Pre-Discovery Intake Form

Discovery Document Checklist

Individual Client Profile Worksheet

Riskalyze:
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Free Portfolio Risk Analysis

Stress Testing:
What is it?

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Client Access Tour

Client Access is your source for quick, secure access to your Raymond James account information on your computer or mobile device – it puts instant insight and control at your fingertips. To take a tour or set up your free account, click here.

 

eSignature Instructions

eSignature is our simple document management solution we offer to help you easily and securely submit electronic signatures on eligible Raymond James forms. For a guided tour of the eSignature process, click here.

 

eDelivery Sign-up

Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy. Just watch this video to see where to go in Client Access to change the way we send you notifications and documents. You can go all digital or choose certain things to get via email and others through the mail. Warning: Your postal carrier will love you.

 

How to Use The Vault

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you. And you can use it to send us important documents too. In this video, we’ll walk you through finding the Vault inside Client Access and show you exactly how to use it. Ready to get started?

 

Mobile Check Deposit

Forget the envelopes and stamps – there’s an easier way to make deposits into your investment accounts. Grab your smartphone and watch this video. We’ll show you how to download the Raymond James Client Access app, log in, and get started making your deposits faster and easier. If you’ve never made a mobile deposit, don’t worry. This video will walk you through each step of the process.

 

Find Your Tax Documents

When you’re ready to do your taxes, you want to have all the paperwork you need. Did you know the quickest way to get your tax forms from Raymond James is through the Client Access portal? Watch where to go to find your 1099 or 5498. In a few clicks, you’ll have them in front of you and be ready to start preparing your annual tax return. You’ll also get the forms in the mail (unless you’ve selected e-Delivery for tax forms), but online access is the fastest way for you to get them.

 

Financial Calculators*

Financial literacy can be empowering. Click here for a list of financial calculators to help you better forecast and assess your future financial decisions, and discover topics to discuss with your wealth advisor. Financial calculators explore topics such as budgeting and goals, credit and debt management, education savings, retirement, taxes, and so much more.

*Hypothetical examples are used for illustrative purposes only. Actual results will vary. The information in these calculators is not intended as tax, legal, or investment advice, and it may not be relied on for the purpose of avoiding any potential tax penalties. You are encouraged to seek tax, legal or investment advice from the appropriate professionals. Raymond James does not provide tax or legal advice. The information is derived from sources believed to be reliable, but we do not guarantee that it is accurate or complete. This information is not a complete summary or statement of all available data necessary for making a decision and does not constitute a recommendation. Neither the information presented nor any opinions expressed constitutes a solicitation for the purchase or sale of any security.

Guide to Your Statement

We’re committed to providing you with clear, in-depth information about your accounts as well as consistent, high-quality service. That’s why you have two options for viewing your account information. The Executive Overview Statement shows only the most important information, while the Comprehensive Statement provides a more detailed view. Click here for a guide to your statement.

Benefits of a Second Opinion

The Case for a Retirement Income Plan

View Seminar

12 Key Questions Every Retiree Must Answer

The Case for a Retirement Income Plan

How to Maximize your Retirement Readiness

View Seminar

How to Maximize your Retirement Readiness

Retirement Readiness Checklist

Riskalyze is an independent third party service provider and is not affiliated with Raymond James.

The projections generated by HiddenLevers regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Assumptions on rates of return and standard deviation used in this analysis are based on historical return data for each security and asset class. Past performance is no guarantee of future results. The projections generated by HiddenLevers regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Assumptions on rates of return and standard deviation used in this analysis are based on historical return data for each security and asset class. Past performance is no guarantee of future results. Results may vary with each use and over time. Raymond James is not affiliated with HiddenLevers.