Guide To Reading Your Raymond James Statement

YOUR ACCOUNT STATEMENTS

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