Broker Check

Guide To Reading Your Raymond James Statement


Want to receive a regular snapshot of your account activity or an in-depth look? With the statement options offered at Raymond James, it’s your choice. You can choose a statement with a high-level overview of essential account information or one with a comprehensive review of your portfolio.

Executive Overview Statement

Choose this option to receive a streamlined version of your statement that is:

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

Guide to Your Executive Overview Statement

Comprehensive Statement

Choose this option to receive a statement with more in-depth information, including:

  • Detailed account information
  • Cost basis and date acquired
  • Chronological sorting of all activity
  • Charts and graphs that provide additional information

Guide to Your Comprehensive Statement