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Get the information you need, when you need it

Through our broker dealer Raymond James Financial Services, Inc., one of the nation’s premier full service broker/dealers, we have access to extensive resources, including a full suite of investment products and services to choose from, timely marketing analysis, real time online account information and so much more.


Extensive resources and fast response times

One of the key benefits for clients is Raymond James' Investor Access Portal. Investor Access offers convenient, timely account details in an easy-to-understand, online format. Features include:

  • Continuous portfolio updates throughout the day
  • Complete portfolio snapshot with recent transactions and preview of upcoming activity
  • Continuous quotes for major market averages
  • Copies of statements, trade confirmations and tax reporting documents
  • Downloads to Intuit’s Quicken®

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Investor Account Access

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Investment Services Support Center


Mon-Fri 8am to 5pm PT

For specific tax advice, please consult a tax 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. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services. 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.

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