How can my family access my Raymond James account after I die?

The process typically involves contacting Raymond James with a death certificate and proof of relationship. Our step-by-step guide walks you through the exact procedure.

🏦 Banking & Finance

What Happens to Your Raymond James Account When You Die

Full-service brokerage

Quick Facts

Phone

1-800-248-8863

Type

Full-service brokerage

Timeline

2-4 weeks

Step-by-Step Guide

Contact Raymond James: 1-800-248-8863

Request estate services. Raymond James advisors are often closely connected to clients.

Submit estate package

Death cert, letters testamentary, your ID, RJ estate forms.

Official docs

Document Now Checklist

Raymond James advisor name
Account numbers

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Raymond James. This guide is for informational purposes only and does not constitute legal advice.

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PayPal

PayPal balances are estate assets. Recurring payments continue until cancelled by executor.

Venmo

Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.

Cash App

If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.

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