When you affiliate with Raymond James, you’ll be able to offer banking and trust services. It’s an important competitive advantage when you consider the rapid change that’s taking place today on the financial landscape.
Bank Products
Raymond James Bank, N.A.* makes it possible for advisors – particularly those who are not affiliated with us as an advisor in a community bank or credit union – to offer clients banking services like first mortgages, home equity lines of credit, money market accounts, CDs, Internet banking and a variety of consumer loans.
Raymond James Bank also partners with other institutions for corporate loan business, enabling its affiliates to go beyond traditional brokerage services by offering investment products and a comprehensive array of personal and commercial banking services.
You’ll discover that Raymond James Bank, member FDIC, provides an added measure of flexibility most banks can’t offer. For example, our bank can create a customized CD that comes due whenever your clients desire (minimum purchases may apply).
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