Client Agreements
Depending on how your advisor associates with Raymond James and the types of accounts you have, your account documentation may vary. Should you run into any questions, please don’t hesitate to contact your advisor.
Master Advisory Agreements
Because advisors can choose to associate with Raymond James in different ways, there are five different versions of the Master Advisory Agreement (MAA). If you are unsure which is appropriate for your account, please reference your new account package and the bottom left footnote on the MAA section or contact your advisor.
- Master Advisory Agreement – RJA
- Master Advisory Agreement – RJFSA-ICD
- Master Advisory Agreement – IRIA
- Master Advisory Agreement – RJFSA-FID
Program Supplements
List of Available Investment Strategies and Disciplines
Legacy Advisory Agreements and Notices
- December 2022 & March 2023 Statement Onsert Notice - Legacy Advisory Agreement Updates
- June 2023 Statement Onsert Notice - Legacy RJCS Advisory Agreement Updates
- Legacy Advisory Program Agreements
- Correspondent Advisory Program Agreements