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Financial Information - Investor Relations | Raymond James Ltd.

Links to financial results for Raymond James, including annual and quarterly reports, 10K reports, 10Q reports, Proxy Statement and Statement of Financial Condition.

How We Protect Your Investments - Investors | Raymond James Ltd.

At Raymond James, we pride ourselves on our commitment to placing clients' needs first and we have developed a number of safeguards to ensure the protection of client assets held at our firm.

Option for Account Management Fees

Raymond James allows clients the option to pay account management fees from a different account than the account that generated the fee.

Client Resources

Whether it's logging into our Client Account Online Access to track all of your Raymond James accounts in one secure place or reviewing important investment disclosures, you can get the information you need, when you need it, from virtually anywhere. And you can get started right here.

Eligible Dividend Designation - Legal

For purposes of the enhanced dividend tax credit rules contained in the Income Tax Act (Canada) and any corresponding provincial and territorial tax legislation, all dividends paid to Canadian residents by Raymond James Ltd. or Raymond James Holdings (Canada) Inc. on preferred shares after December 31, 2005, are designated as "eligible dividends".

Opportunities for Women Advisors

In this guide, you’ll find practical advice from women advisors across Canada on how to grow your business and thrive professionally in the wealth management industry.

Estate and Trust Services | Raymond James Ltd.

We work to understand the unique needs of the clients and advisors we partner with. Our advice and solutions are designed to simplify the complexity of estate and legacy planning.

Investment Products | Raymond James Ltd.

Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.

Partners Program | Raymond James Ltd.

The goal of the Raymond James Partners program is to provide highly structured and multi-disciplined investment strategies.

Viridian Account | Raymond James Ltd.

Investors who choose to open a Viridian account view their investments not in terms of single trades and transactions, but as an active and strategic long-term commitment to building an investment portfolio that will help them achieve their financial goals.

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