Client center
Our alignment with Raymond James provides you with ready access to vital information. Easily track all your accounts in one secure place via Client Access, and review important investment disclosures whenever you need them.
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Our team is ready to assist with any of the following request types.
Account updates
- Address changes
- Updating beneficiary information on accounts
- Adding power of attorney or transfer on death to accounts
- Opening additional accounts
- Requesting copies of statements and/or tax documents
- IRA required minimum Distributions, including updating tax withholding
Banking services
- Requesting debit or credit cards
- Sending funds to and from your Raymond James accounts (wire/ ACH)
- Setting up electronic payments (ACH) to and from your Raymond James Account
- Bill pay setup
- Issuing branch checks/ re-ordering checks
- Mobile check deposits
- Servicing your securities-backed loan
Technology assistance
- Client Access support: enrollment and capabilities
- Linking external accounts to Client Access
- Accessing Raymond James credit card information via website or app
Get in touch for help.
Stephanie Watts, AAMS®
Client Service Manager
Direct: 859-963-1519Texts: 859-376-5423Stephanie.watts@raymondjames.com
