The Big Picture:
Your Summary Page

You choose which of your Raymond James accounts are registered for this service. If more than one is selected, both individual and combined balances are available. For example, the summary page not only lists cash, securities and total value for each account, it also provides an aggregate total.

As you log into Raymond James Investor Access, your portfolio is updated automatically. After the download is complete, the summary page is displayed.

Click here for a detailed description of this screen.

Next: Keeping Your Balance