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Resources For Raymond James Clients

The following are useful links for Raymond James' clients.
 
Access your Raymond James' accounts online with RJ Investor Access

  • Go to Investor Access
  • Investor Access tour
  • Download the Investor Access app for your smart phone!

Other RJ client resources:

  • Guide to Your Raymond James Statement
  • Client account fees and charges
  • TurboTax® for Raymond James accounts
  • Privacy, security and account protection
  • Your rights and responsibilities

 4200 Somerset Drive, Suite 217
Prairie Village, KS 66208

 913-385-5523

 [email protected]

Client Update:  Due to increased market volatility, the resulting client service effects, and various other circumstances related the COVID-19 pandemic, Petrovic Financial Solutions will be relying on regulatory relief providing extensions for filing Form ADV and for providing clients disclosure document notifications.  The firm expects to submit its Form ADV annual update filing on or before May 14, 2020 and expects to provide clients an offer for an updated copy on or before June 14, 2020.  Please contact the firm’s Compliance Department with any questions.

Petrovic Financial Services is an independent SEC Registered Investment Advisory firm.

Content on this site is for information purposes only and should not be considered investment, legal, tax or insurance advice. Materials presented are believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.

Petrovic Financial Services and its representatives do not provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.

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