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A great choice for those who are comfortable making investment decisions on their own and like to do their own research and analysis.


Opening a Self-Managed Account

If you are interested in opening a Self-Managed brokerage account, please call our Investment Services Support Center at 855.744.8585. We will work with you to answer any questions and determine your account paperwork needs. Let us help you get started today.

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Through the Raymond James Investor Access Portal, take advantage of anytime, anywhere access to research on stocks, mutual funds, and other investments. Education tools can help you learn more about the market and manage your portfolio.

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Getting Started with Self-Managed Accounts

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Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 

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