Client Resources

Existing Clients CLICK HERE to Login to Your Account

This section of our site will have samples for our clients and prospective clients to review.  We will also include valuable resources for our clients to review.

Our Service Commitment

Online Access

Sample Statements

Sample Wealth Plans

Our Service Commitment

We believe in providing clients with the highest standard of care, and put our commitments in writing to our clients.  To view our service commitment, please click on the link below.

IronBridge Service Commitment & Client Bill of Rights

Online Access to Your Accounts

Investor Access is your source for simple, secure access to your Raymond James account information on your computer or mobile device – it puts instant insight and control at your fingertips. To set up your free account, follow these simple steps:

  1. First, click HERE to visit the Enrollment site.  You’ll need one of your new brokerage account numbers handy.  (Call us at 512-327-8901 if you need one of those numbers.)
  2. Enter your personal information, and create your login ID. Read the Terms and Conditions, and select the check box.
  3. Create a password and select your security questions.
  4. Enter your delivery preferences and document delivery email address
Quick Reference Guide
Click on the image above for an overview of how to get enrolled.
Take a Tour of Investor Access
Click on the image above for an interactive demo of your online capabilities.

Your Online Vault

When you need to view your documents, you don’t have to rummage around in your file cabinet. They will always be stored in one convenient and secure place: Investor Access. With your username and password, you can access them from any computer, whether it’s at home, work or even your accountant’s office. And, of course, you can print a paper copy any time you need one.

View Your non-Raymond James Accounts in One Place

Viewing your total financial picture is easy now that you can view accounts from multiple financial institutions with a single login.  Just click on “Add or Edit a Non-Raymond James Account” from your summary page.

Sample Statements

Check back soon for sample statements.

Sample 360 Wealth Plans

Check back soon for sample financial plans.