Client Access

Raymond James

About this app

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information

Asset allocation does not guarantee a profit nor protect against loss.

Ratings and reviews

Personally the old app was better IMHO. It's just so much text and boring. I want to see way more graphs and colors to indicate gains/loss. Especially of my overall portfolio the past days, months, years, all. How this was removed and never put back is kind of astonishing. I also want same for my investments so I know to refactoring or not.

Tried to open one of my documents which showed as a PDF file. When asked what app to use to open it I was given a choice of 2 Apps, neither of which are used for opening PDF files. Adobe Acrobat is installed but this, the correct app to use to open a PDF file, was never given as a choice. When I called the RJ phone line they had no clue had to fix this & their suggestion for a fix was that they could email me the file. In general the app is not all that useful Glad to report problem is fixed

Frustrating app!!! Regardless of how many times of trying to set up the fingerprint scan option, it doesn't work and I get and error it isn't working. In addition, the app refuses to remember my username on the login page. So damn frustrating to have to reenter this info over and over again, and to have features shown that clearly do not work.

What's new

* Performance enhancements and bug fixes