• 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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