Guidance and resources for your most liquid asset.

Cash is a crucial component of any well-structured portfolio. We can help you select cash management solutions suited to your needs. Through Raymond James, we can offer you ways to conveniently access your cash and earn interest on your funds awaiting investment.

Our cash management services include:

  • Lending Services*
    • Traditional Fixed- and Adjustable-Rate Mortgages
    • Interest-Only Mortgages
    • Construction Loans
  • Tax Planning (using lines of credit and loans based on your home equity)*
  • Cash “Sweep” to Brokerage Account
  • Rewards Program
  • Online Account Access
  • Check Writing
  • Overdraft Protection
  • Automatic Payment/Fund Transfer
  • Visa® Debit Card
  • Tax-Exempt Alternatives



*Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance may be required. Call Raymond James Bank for rates and other information.

Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.

Raymond James Associates, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jerry K. Ask Investment Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James is not affiliated with KGYM Radio. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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