How to Aggregate Accounts | Phillips Financial

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How to Aggregate Accounts

Ready to put your full financial picture together? Client Access can help.

Ready to put your full financial picture together? Client Access can help. Once you log on, we’ll show you how to find the place to link your outside accounts to your Raymond James account. When you do it, you’ll get a snapshot of all your finances, not just the accounts we’re helping you manage. Before you log in, watch this quick video and you’ll be ready to start linking.

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