Outside Account Management

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You can have a single plan to manage all your assets – both those invested through Raymond James and your Outside Accounts, such as your employer’s 401(k). The Investor’s Resource technology implementation enables us to daily monitor of all your outside accounts, no matter their location. Performance and transactional data from most financial institutions is downloaded into our portfolio management system which also tracks your Raymond James accounts. This allows us to give you timely and integrated recommendations on all accounts. 

Outside Account Management can be a more active process, similar to that of your Raymond James account or more of a general process of oversight where you want a sounding board for your own ideas or those of another financial advisor.

*Services from Morningstar Office Suite