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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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If you want to wire funds to an account other than your own, you will need to sign a letter of authorization and provide the receiving banks wire instructions. Please call 973.543. 6676 or email mary.fischer@raymondjames.com.
You can usually initiate a bank-to-bank wire transfer in person at your bank or financial instructions local branch or through your online bank account. Youll usually need to provide the recipients full name, contact information, and bank account details such as routing and transfer numbers.
Read through the Transfer form for completeness and accuracy and then sign and return it to your Raymond James Financial Advisor. Raymond James will then use the ATON system to request the transfer from your previous firm. Your previous brokerage firm will respond to the request within 10 days.
A bank transfer is an electronic money transfer between two banks, sending money directly from one bank account to another. While wire transfers usually refer to the SWIFT network, the term bank transfer is commonly used to describe local payment routes, such as ACH or SEPA.
Read through the Transfer form for completeness and accuracy and then sign and return it to your Raymond James Financial Advisor. Raymond James will then use the ATON system to request the transfer from your previous firm. Your previous brokerage firm will respond to the request within 10 days.
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People also ask

How do I sell my shares? You can either call your Quadrant team or sell through Raymond James Client Access. If you do not have online trading setup, you can request it by sending us an email.
Two methods are available to deliver funds from your Raymond James account, either via a wire transfer or ACH transaction. Generally, a wire transfer is completed the same day if received by 1:30 p.m. EST. * An ACH transaction is completed the following business day if received by 2:00 p.m. EST.
Two methods are available to deliver funds from your Raymond James account, either via a wire transfer or ACH transaction. Generally, a wire transfer is completed the same day if received by 1:30 p.m. EST. * An ACH transaction is completed the following business day if received by 2:00 p.m. EST.

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