Coming to you live from my kitchen this week—because that’s where the mail piles up. And after sorting through a stack that could rival a phone book, I figured it was time to talk about it.
A lot of you have been asking:
“Why am I getting so much mail from Raymond James and mutual fund companies?”
Great question. The short answer: it’s required. These notices—prospectuses, voting materials, fund updates—they legally have to be sent to you. The good news? You get to choose how.
If you’re tired of turning your recycling bin into a filing cabinet, you can opt to receive them by email instead.
I’ve included simple instructions below on how to make the switch.
And if you run into any trouble, my team’s happy to help walk you through it.
📧 Help@rossfinancialinc.com
📞 425-357-0400
Already have a Client Access portal?
Here’s how to adjust your document delivery preferences:
3. Use the radio buttons to select how you want to receive each document type
To reduce paper mail, we recommend setting everything to electronic delivery, except Tax Documents, which you may want to keep as paper copies.
Don’t have a Client Access portal yet? No problem.
Watch “Client Access Enrollment” to learn how to set up your account.
Click “Client Login” in the top right corner of our website. That’ll take you to the registration page where you can create your Client Access account. During the setup, you’ll have the option to choose your document delivery preferences.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
2025 Forbes Best-in-State Wealth Advisors. As a chairman’s council member, I am licensed to promote Forbes|SHOOK awards published in 2025. The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received theaward. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for thisaward/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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