Our branches in Puerto Rico are closed due to hurricane Maria. We will update when new information is available.

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It Is You and The Market

Manage Your Investments

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.

Access Your Accounts Anytime, Anywhere

Anywhere

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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For specific tax or legal advice, please consult an appropriate professional.

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. 

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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.