You can check the value of all your Raymond James accounts and view past transactions and statements online via our client portal. We also have apps to enable you to view your accounts from your smartphone or tablet.

RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc.

We will produce valuation reports for your investment portfolios on a quarterly basis and confirmation of the assets held by our custodian, Pershing Securities Limited, on an annual basis.

Your assets are held by Pershing Securities Limited. Pershing is part of the Bank of New York Mellon Corporation, a financially strong, global investment company with a presence in over 100 markets. Pershing holds your investments on trust in accounts segregated from its own assets. Your cash and investments may also benefit from the UK’s Financial Services Compensation Scheme.

We can produce an annual tax report that details the declarable income received on your behalf through the course of the financial year. We can also produce a summary of your annual gains and losses to enable you to complete your Capital Gains Tax return without the need to wade through mountains of paperwork.