); ga('require', 'displayfeatures'); ga('require', 'linkid', 'linkid.js'); ga('set', 'anonymizeIp', true); ga('set', 'forceSSL', true); ga('send', 'pageview');

4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

We’re excited to announce that the updated Client Access (formerly Investor Access) is now available. Some of the changes you’ll see on the updated site include:

  • Increased emphasis on account balances
  • New reporting and charting capabilities
  • New view and sorting options allowing you to control what you see and how you see it
  • Responsive design so it looks great across devices

We hope these changes will help you to more easily view and access the information you want and improve your overall experience with the site.

You can learn more about what’s changed here. As you familiarize yourself with the updates, please contact me with any thoughts or questions.

Sincerely,
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.