Guide to your Raymond James statement

            Raymond James is committed to providing investors clear, in-depth information about their accounts as well as consistent, high-quality service. That's why we offer you two options for viewing your account information. The Executive Overview Statement shows only the most important information, while the Comprehensive Statement provides a more detailed view.

            Executive Overview Statement

            Our Executive Overview Statement delivers a streamlined version of your statement that is:

            • Focused on essential account information
            • Delivered in a simple, easy-to-read format
            • Printed portrait-style

            A guide to your executive overview statement (PDF)

            Comprehensive Statement

            Our Comprehensive Statement offers more detailed information including:

            • Essential account information
            • Cost basis and date acquired
            • Chronological sorting of all activity
            • Charts and graphs that provide additional information
            • Printed landscape-style

            A guide to your comprehensive statement (PDF)

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