Welcome to the “Clients Only” Section
We are pleased to welcome you to the "Clients Only" section of our website. Since this section is password protected, our Financial Planning and Investment Management clients will need to send us an e-mail to arrange access to this portion of our site.
- Access your Raymond James statments online (For a sample statement explained, click here).
- Read FPC articles on specific topics of interest.
- Access your daily account balances through Raymond James Financial Services.
- Read special announcements about upcoming events and Financial Planning Consultants news.
- Review our current and past quarterly client newsletters.
- Access information on the funds that we invest in.
- Read about market updates and current stock recommendations.
- Download forms for account transactions and changes.
To our existing clients, we deeply appreciate your business and recognize the great responsibility we have as your financial advisory firm. We strive to be your resource for all financial matters. We have developed this section of our website to provide information that is specific to you.
If you have an account at RJFS, click here to view.