A bit of background
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a diversified financial services holding company. In addition to investment banking and asset management, their subsidiaries are engaged primarily in investment and financial planning.
Clients of Raymond James log in to their online accounts via an ‘Investor Access Portal’ on the website. As a company renowned for excellent customer service, a crucial part of the Raymond James online experience is to understand how clients use the Investor Access website.