The start of something special

As of August 16, 2022, we have a new relationship at Think.

We'll work together to provide you with innovative financial solutions and an outstanding service experience.

Let us introduce you.

Think Financial Planning has aligned with Raymond James Financial Services, one of the world's largest and most-respected investment firms. Raymond James serves more than 2.7 million investment accounts worldwide.

This new relationship brings you:

  • Convenient & easy access to online accounts
  • A broad array of investment products & services
  • Easy-to-understand resources & tools to help you meet your money & save for the future

What happens next.

We’re working hard to make this as easy and straightforward as possible. Our steps for a successful transition include:

  • You will continue to work with your current Financial Advisor.
  • There will be no additional costs to you as your accounts are transferred from Commonwealth to Raymond James.
  • Most customers’ fees will stay the same or decrease slightly.
  • The transfer is not expected to have tax implications for you.


  1. If you haven’t already, you will need to opt in to this change by providing your consent when one of our team members calls you. During the call, we will confirm we have your most up-to-date email address and cell phone number.

  2. Over the next few months you will receive documents to sign to initiate the transfer of your accounts from Commonwealth to Raymond James.

    If we have your email and cell number, you will receive emails from Raymond James and your Financial Advisor with documents attached that you can quickly sign electronically.


    If we have not been able to reach you to confirm your email and cell number, you will receive mailed documents to sign and return.

  3. After your documents are submitted, the transfer process will take approximately five business days. During this transfer period, you will not be able to access your assets.
    ****Please work with your Financial Advisor to access funds prior to the transfer.

  4. Once your account has transferred to Raymond James, you can view your account online at clientaccess.rjf.com. Follow the registration instructions provided on the website to gain access.



    For a video tour of the online system, click here.
    Soon after the August 16 transition, you will begin receiving disclosures in the mail related to your various investments. You do not need to take any action related to these disclosures.
Contact us at plan@thinkfp.com or 507-281-8429 if you have any questions.