Frequently asked questions

For a distribution, you can request a check or we can link your bank account for easy movement of funds. In some cases, a form may be required for a distribution. For deposits, a check can be issued to Raymond James or we can request funds from a linked account. You can also set up automatic withdrawals or deposits. We will always have someone available to answer the phone and handle requests. For your security, we cannot accept financial transaction requests via email or voicemail.

For a distribution, you can request a check or we can link your bank account for easy movement of funds. In some cases, a form may be required for a distribution. For deposits, a check can be issued to Raymond James or we can request funds from a linked account. You can also set up automatic withdrawals or deposits. We will always have someone available to answer the phone and handle requests. For your security, we cannot accept financial transaction requests via email or voicemail.