New Paperless Tax Reports for Raymond James Investor Access Users

 If you have elected to receive your account documents online through Raymond James Investor Access, we are happy to report that for the 2014 tax year, your tax reports will be available electronically. Tax reports that may be delivered online include: IRS Composite Form (1099-B, -DIV, -INT, -MISC, and IRS Forms 1099–R and 5498.

How to Sign Up

Previously, year-end tax reports were delivered by regular mail only. To receive your 1099 and other tax reports electronically, you will need to sign up. Just Log in to Investor Access and click on the Quick Link for Document Delivery Options. This is where you can make the election to receive your tax documents online. When a new tax document becomes available, you will receive email notification.

Anytime Access

Like documents you already receive online, you will be able to simply log in to Investor Access and go to the Documents page to view your tax reports.