Thank you for choosing Raymond James Correspondent Services for your custodial and administrative needs. We look forward to working with your Portfolio Manager to bring you the very best custodial and administrative services to help you reach your financial goals. This site provides you with access to important documents related to your account at Raymond James Correspondent Services.
It also provides access to important information from the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization (CIRO) specifically their Investors Guide to Making a Complaint, which we are required to deliver to you under applicable securities laws. If you have any questions specifically related to your account or need assistance with registering online for the client secure site, please contact your Portfolio Manager.
Thank you for choosing Raymond James.
David Tasker
Sr Vice President, Correspondent Services
Click the links below to access important account documents. You can print or save the documents or bookmark the site for future viewing.
Raymond James Correspondent Services account documents
- Account Terms & Conditions Booklet
- Account Administration & Service Costs
- Account Relationship Disclosure
Investor protection information
Online Registration:
Sign up for secure online access to your client statements, trade confirmations, tax receipts, and to access market research. And as part of our “Green Initiative” we encourage you to opt into paperless options.
