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For our clients with Raymond James accounts, we highly recommend using ACH. What is it? ACH stands for Automated Clearing House. Did you ever get a direct deposit from your employer or Social Security? That was probably done using ACH. ACH acts like an electronic check. It is a very widely used system across the financial industry.

How? Just ask us! We will get some basic banking information from you and send you a form to link your Raymond James account directly to your bank account. That way, anytime you need money from Raymond James we can send it to your bank. If you wish to make a deposit, let us know and we can pull it directly into your Raymond James account.

Is it safe? Yes. Raymond James verifies the account set up. Funds go directly from Raymond James to your bank account or to your Raymond James account from your bank account. As most transactions are next business day and cannot be lost in the mail, this is the quickest and safest way to make deposits to your Raymond James account or to take money from your Raymond James investment account.