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Investor Access

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Raymond James investor
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Raymond James investor
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Please contact us for help in accessing your account
for the very first time or if you have any difficulties logging in.

The convenience of the Internet is appealing to individuals who want to work more closely with their Financial Advisor in the investment decision-making process.

At Early, McClintic & McMillan, LLP, we recognize the benefits of online services, especially when it is used in conjunction with the services of a professional Financial Advisor. For example, having the ability to access their account information anytime online is important to many of our clients. 

The Raymond James investor access allows clients to view activity in all of their related accounts on a real-time basis. It also provides charts and free stock quotes on a 20-minute delay basis, (a visitor preview website link for investor access is provided below.) Please be aware that we will need to register you for investor access before it becomes accessible to you, so please let us know if you have an interest in this service. 

The ability to download your Raymond James account information directly from investor access into your registered versions of Microsoft Money or Intuit Quicken is now available. Look for the clearly marked buttons on the Summary page and the Portfolio page, once you log in, to initiate the corresponding download.

 

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