Legacy & Core Raymond James

Legacy & Core provides a complete picture of your family's financial legacy, giving you the clarity to understand the full scope of your holdings and the journey of your assets over time. Our secure portal provides a single, unified view of your financial position, ensuring you have the insight needed to make decisions aligned with your core values and long-term purpose.

Pricing related data is updated within Client Access each business day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the close of business on the valuation date. If the valuation date falls on a non-business day, the prices quoted will be those as at the close of business on the last business day before the valuation date. Read more about how securities and collective investment schemes are priced.

We support the ScamSmart campaign

Raymond James supports the ScamSmart campaign from the Financial Conduct Authority (FCA), which aims to help investors make smart decisions regarding their investments and pensions and avoid becoming the victims of scams.

Fraudsters are becoming increasingly adept at what they do, and their methods can be extremely sophisticated. Visit our website for guidance on how to be more vigilant, and how to spot the warning signs of a scam.