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      4. 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)