How to Use My Big Picture
When you access the My Big Picture portal for the first time, you'll discover financial tools are only a mouse click away. But before you can get started, we'll need to send you a link that requires a few authentication and security steps. Watch this video first and find out exactly what you need to do to log in for the first time. Then take a tour of the tools that are waiting there for you.
How to Start Using Client Access
We have a great tool for you to access your account information. The Client Access portal link is right on our homepage. When you click it, you'll be able to set up a username and password and then you're in. Want a little guidance getting started? Watch this 1-minute video and see exactly how to get access to all the details of your account and online tools that can help bring your financial plan into focus.
How to Setup e-Delivery
Think it's time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy. Just watch this video to see where to go in Client Access to change the way we send you notifications and documents. You can go all digital or choose certain things to get via email and others through the mail. Warning: Your postal carrier will love you.
Where Are My Tax Documents?
When you're ready to do your taxes, you want to have all the paperwork you need. Did you know the quickest way to get your tax forms from Raymond James is through the Client Access portal? Watch where to go to find your 1099 or 5498. In a few clicks, you'll have them in front of you and be ready to start preparing your annual tax return. You'll also get the forms in the mail (unless you've selected e-Delivery for tax forms), but online access is the fastest way for you to get them.
How To Find Statements & Fees
Finding the right information is easy when you know where to look. We want to make sure it's easy for you to locate your Raymond James statements inside the Client Access Portal. Follow these directions and with a few quick clicks, you'll have a list of statements in front of you. Once you're there, finding the fees associated with your accounts is just a matter of scrolling. Watch this 1-minute video and you'll know just where to go.
Start Using the Vault
Did you know there's safe, behind-the-firewall cloud storage inside Client Access? It's a way for us to securely deliver documents to you. And you can use it to send us important documents too. In this video, we'll walk you through finding the Vault inside Client Access and show you exactly how to use it. Ready to get started?
How to make a Mobile Check Deposit
Forget the envelopes and stamps – there's an easier way to make deposits into your investment accounts. Grab your smartphone and watch this video. We'll show you how to download the Raymond James Client Access app, log in, and get started making your deposits faster and easier. If you've never made a mobile deposit, don't worry. This video will walk you through each step of the process.
How to Use e-Signature
We don't have to sit down together every time there's a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are. Watch how it works and then get your mobile phone ready. You'll need it for the first security step of the process when we send you a code to confirm your identity. Watch each step in the process and you'll be ready to sign.
Your First Zoom Meeting
You might be hundreds or even thousands of miles from us when we need to meet – or you might just be so busy that stopping by our office isn't an option. Either way, we can have a meeting with Zoom that still gets us face to face, despite the miles. If you haven't used Zoom before, it's an easy platform. This 1-minute video shows you everything you need to know to get started. We're looking forward to "seeing" you in your next virtual meeting!
Fund Transfer (for Desktop)
Moving money from one account to another has never been easier. It starts with your Client Access login. This video helps you navigate to the "Funds Transfer" section of the website, then you'll learn how to make your account selections and complete the transfer. You'll be a transferring expert in just over one minute.
Please Note for All Videos Shown on This Webpage: No portion of the video content, or any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if The Millstone Evans Group, LLC is engaged, or continues to be engaged, to provide investment advisory services. Moreover, you should not assume that any portion of the video content serves as the receipt of, or as a substitute for, personalized investment advice from Millstone Evans.