You can access all your accounts in one easy-to-read place through First Tech's Online 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.
For additional details, demos or enrollment information, visit the Online Banking information page.
Investor Access also provides you in-depth connectivity to your Raymond James account information.*
Through this platform you have the ability to:
- 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 Investor Access.