Investor Access is not a standalone company but the official brand name for the client-facing technology platform of Raymond James Financial, Inc., a diversified financial services holding company. Founded in 1962 and headquartered in St. Petersburg, Florida, Raymond James provides financial planning, investment, and banking services to individuals, corporations, and municipalities. The Investor Access portal is a key part of its service offering, allowing clients 24/7 access to view their portfolio holdings, performance, account activity, trade confirmations, and tax documents, facilitating a transparent relationship with their financial advisors.

Founded in

France