AEGIS Financial

Raymond James has been updating their back office systems moving from an account centric system to a client centric system.

What does this mean for you? In the future when you open a new account, there will be less paperwork and less signatures.  They have commingled the most current data from each account to update one client record.  For example, phone, employer, etc.  We have encountered with a couple clients, where the data was incorrect they have received an “Account Information Verification” letter.  We are sorry the old outdated information was commingled to update the client record.  But, please continue to bring these to our attention so, we can update. We appreciate your advance understanding and patience as go through this conversion.