INVESTMENT FAQ

Addison Avenue Investment Services is the investment arm of First Tech Federal Credit Union, and we work with Raymond James Financial Services, Inc. as our broker/dealer. This strategic relationship brings together the strengths of three distinct entities so that member-clients can benefit from the personalized service of a credit union as well as the robust tools, technology, resources and research of a leading financial services firm.

Yes. As with all First Tech Federal Credit Union products and services, you need to be a First Tech member to have an investment relationship with Addison Avenue Investment Services, the investment division of First Tech.

Yes. Our Financial Advisors at Addison Avenue Investment Services regularly meet with members. For this reason, we highly recommend that you make an appointment ahead of time. For your convenience, appointments can take place in person, by phone or through online conferencing. To locate an advisor in your area, visit our Investment Services page, or call our Support Center at 855.744.8585, option 2.

You can access all your investment accounts in one easy-to-read place through First Tech's Digital Banking or Raymond James Client Access. 

Through First Tech’s Digital Banking, the seamless single sign-on allows you to view your finances at a glance–including Raymond James, direct mutual funds and annuity account values, holdings and history detail, along with your First Tech account information.

Raymond James Client Access also provides you with a more in-depth look at your Raymond James account information.*

Through the Raymond James Client Access platform you can:

• View balances, account activity and holdings details
• Transfer funds electronically
• View and print account statements
• Manage the way you receive statements and other important documents–electronically, by mail or both
• Access market information, stock quotes, industry updates and company reports

* Direct mutual fund account information is not available for viewing through Client Access.

If you have questions about accessing your account online, contact your Financial Advisor.

Once logged in to Raymond James Client Access, navigate to ‘Client Tools’ click on ‘Password and Security’ then click ‘Change Password.’

If you have forgotten your password and need to change it, click on the ‘Forgot Password’ link on the Raymond James Client Access home page.

To enroll in e-Statements, log into Raymond James Client Access, click the ‘Documents’ tab and then choose ‘Change Statement Delivery Preference.’ You have the option to enroll in paperless delivery for statements, trade confirmations and/or other correspondence. In the final enrollment step, you will select your document delivery preferences.

Raymond James Client Access enrollment is required to access your account statements. For more information, visit the Raymond James Client Access website.

Note: For annuities or direct mutual fund accounts, you will need to make your statement elections directly at the fund or annuity company website through your login for those accounts. For additional assistance please contact your Financial Advisor directly or call our Investment Services Support Center at 855.744.8585, option 2.

There are several main differences between brokerage and advisory accounts. First is the nature of the advice and who is directing the investment decisions. Second is the level of care and the ongoing responsibleness involved. And lastly, brokerage accounts typically pay on a transaction or commission basis, whereas advisory clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an ongoing advisory relationship. To learn more, please contact your Financial Advisor directly. If you do not have a relationship with a Financial Advisor, please contact our Investment Services Support team at 855.744.8585, option 2 to schedule a consultation with a Financial Advisor.

When deciding what to do with your 401(k) account, you will want to make sure you are aware of all your available options and take into consideration such factors as the rules regarding tax consequences, penalties and timelines. Our Financial Advisors or Investment Support Team at Addison Avenue Investment Services can help guide you through the process and answer your investment questions. To schedule a no-cost consultation with a Financial Advisor in your area, call our Investment Services Support Center at 855.744.8585, option 2.

Please contact your Financial Advisor directly or call our Investment Services Support Center at 855.744.8585, option 2, for assistance. Your advisor along with our Investment Support Team can provide answers to your investing questions.

Please contact your Financial Advisor directly or call our Investment Services Support Center at 855.744.8585, option 2 for assistance. Both resources are ready and available to answer your investment questions.