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              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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