A collection of timeless wisdom and new tricks. We provide guidance to our clients and offer insight to fellow professionals.
Customize Your View of Client Access
Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it.
Sharing to TurboTax
If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.
How to Use Secure Message
In today’s era of online communication, making sure we keep your personal information safe has never been more important.
Your First Zoom Meeting
You might be hundreds or even thousands of miles from us when we need to meet – or you might just be so busy that stopping by our office isn’t an option.
How to Use e-Signature (DocuSign)
We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are.
Where are my 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?
How to Aggregate Accounts
Ready to put your full financial picture together? Client Access can help.
How to Start Using 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.