FAQ

FAQ

If your question is not addressed here or you need further information, please don't hesitate to contact us at 616-608-3755 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Where do I go to log in to my Raymond James account?  Here - Raymond James Investor Access

How does Raymond James protect my privacy?  One way our clients are protected is through advanced technological safeguards.  Our technological systems are monitored 24 hours a day, 365 days a year, for signs of tampering or unauthorized activity. We employ the use of encryption, virtual private networks, penetration/vulnerability testing, and the latest firewall and antivirus technology. Email monitoring is also utilized for regulatory and compliance purposes in order to protect our clients. We also maintain strict controls to limit and monitor employee access to our systems.  Our information technology professionals constantly research and develop enhancements to keep us at the vanguard of data security. A team of independent auditors reviews our technological systems quarterly. Click here for more information regarding how your privacy is protected.

I'd like more information on my account fees.  "Client Account Fees and Charges" provides general fee information for Raymond James accounts; however, for fee information specific to your accounts, please contact our office.

How much can I contribute to my retirement account?  For 2017, your total contributions to all of your traditional and Roth IRA cannot be more than $5,500 ($6,500 if you're age 50 or older) OR your taxable compensation for the year, if your compensation was less than this dollar limit.  Click here for full details, including limits for 401(k) and 403(b) plans. 

When does my Required Minimum Distribution start? Generally, you must take your first RMD by the end of the year you turn 70-1/2 years old.  Click here for full details

What is the cut-off date for contributing to my retirement plan?  The standard deadline for contributions to a retirement plans for any given year is April 15 of the following year.  However, that date is revised in years where April 15 falls on a weekend and/or a holiday is involved.  For 2017, you will have until April 17, 2018 to contribute to your IRA.

Which came first, the chicken or the egg?  It was the ...