D.A. Davidson Client Access

D.A. Davidson Companies

About this app

Stay connected to your investments and your D.A. Davidson team wherever life takes you. The D.A. Davidson mobile app gives you a simpler, more intuitive way to see your financial picture from the convenience of your mobile device.

Get the full picture at a glance.
See your total account value, portfolio, balances, and holdings from a personalized dashboard. Simplified navigation helps you quickly find your activity, documents, and notifications with ease.

Your team, always within reach.
Connect with your D.A. Davidson team right from the dashboard, with convenient options to email, call, and navigate to your branch location.

Stay up to date.
Keep important notifications in one convenient place. The message center makes it easy to stay informed about your accounts.

Keep important documents close.
Easily find statements, tax documents, and other client communications whenever you need them.

Disclosures
• Account data shown in store images is intended for illustrative purposes only, does not reflect actual account data, and is not a recommendation.
• This application is provided at no cost to users. While there is no fee to download the app, standard data, internet, or other charges from your wireless carrier or internet service provider may apply.
• The examples used herein are for illustrative purposes and are not intended for use in determining future outcomes of any transaction. Any information contained herein does not constitute an offer, or a solicitation of any offer, to buy or sell any security, investment, or other product.
• Investment products are not federally or FDIC insured, are not guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.
• Securities and investment advisory services offered through D.A. Davidson & Co., a broker/dealer and registered investment adviser, member FINRA/SIPC.
• By using the D.A. Davidson Client Access Mobile application, you accept the Client Access Terms and Conditions found at the bottom of the log-in screen.

Copyright © 2026 D.A. Davidson & Co., member FINRA/SIPC.

Ratings and reviews

getting stock quotes that are 15 minutes old is not acceptable in today's world! my Schwab and Fidelity apps make this one seem archaic!

Can't access accounts through the app. It just directs me to go online.

Is there a reason why I can't access my account through the app? It just directs me to the enrollment site.

What’s new

• A completely redesigned Client Access Mobile experience
• A modern look with Light and Dark Mode options
• Online document access anytime, anywhere
• Biometric authentication (fingerprint and face unlock)
• One-touch access to your financial team
• Improved security, speed, and reliability
• Simplified portfolio, balance, and account activity tracking
• Quick and easy self-enrollment for new users