Client Access

Raymond James

ଏହି ଆପ୍ ବିଷୟରେ

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.

ନୂଆ କଣ ଅଛି

• Updates to default sorting orders
• View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements