Client Resources

 

Raymond James Investor Access: allows clients to log-in to a secure portal and view account information, account statements, and performance information.

 

To log-in to your Investor Access page, click HERE

 

For a demo of Investor Access (available as a PDF or in video format) click HERE

 

To request an Investor Access login and password, please call the office and speak with Jean or Jordan.

 

 

Visit

410 Neff Avenue

Suite 200

Harrisonburg, VA  22801 

Call

Office: 540-574-2508

Toll-Free: 800-296-2680

Fax: 540-433-3561

© 2023 by

Advisor & co.

Proudly created with Wix.com

Securities offered through Harbor Financial Services, LLC Member FINRA/SIPC Advisory services offered through Jeff Harris & Assoc. RIA, a registered Investment advisor. Harbor Financial Services LLC, Jeff Harris & Assoc. RIA, and Cornerstone Insurance Solutions are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA do not offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. 

http://harborfs.com/privacy.html

http://harborfs.com/continuity.html