Our user-friendly apps and mobile-optimized sites allows you to take advantage of complimentary, secure access to your Raymond James accounts whenever and wherever you want.
You can view your accounts online when you sign up for Client Access. The optimized site and mobile app allows you to plan and monitor goals, pay bills, transfer funds, take shareholder actions and more from anywhere – all while going paperless. Plus, you can organize personal and financial documents by uploading them to Vault, our secure online file sharing and content management platform that can be accessed by you and your advisors, who can collaborate and initiate conversations using the comment feature.
As a firm that uses superior technology, security is of the utmost importance. At Raymond James, our technology can help you connect with your advisors and help you plan for the future with ease and peace of mind.
We want you to have the highest level of confidence in doing business with us.
client Access Mobile
With the Client Access Mobile app and mobile-optimized site, you can take advantage of secure access to your Raymond James brokerage accounts whenever and wherever you want. The most common features clients enjoy on the desktop version of Client Access have been optimized for mobile devices. It’s secure, convenient and designed with you in mind.
Account summary: At-a-glance account information, balances and a direct link to your full portfolios.
Portfolio screen: A breakdown of holdings with links to additional market information. Also daily price changes, estimated annual income and yields, and amount invested.
Account activity: Available for the past week or up to 25 transactions. Use the “show more activity” link to browse for additional activity.
Market snapshot screen: A quick view of a security’s performance, price and volume history.
Contact your advisor: Advisor contact information, easily accessible.
Vault: access any documents or files stored in the secure Vault.
Watch the video above to learn how we use Goal Planning & Monitoring for your financial planning.
Goal Planning & Monitoring
Our interactive Goal Planning & Monitoring tool enables you and your advisors to identify, enter and adjust goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals.