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        1. 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)