Client Access

2.0
275 reviews
50K+
Downloads
Content rating
Everyone
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About this app

With the Client Access app, you’ll have easy, secure access to your Raymond James brokerage account. The most-common features you enjoy on the desktop version of Client Access have now been optimized for your mobile device, so you can tap into your financial information wherever and whenever you need it. The free app lets you securely manage your investment portfolio and access up-to-the-minute market information.

Features

To use Raymond James Client Access, you must first be enrolled through the desktop version of the site. The app allows you to view a quick account summary and market snapshot of your holdings. Details you’d find in Client Access are now available on your mobile device, including:

• The account summary offers an at-a-glance look at account information, balances and a direct link to your full portfolio. You can also see details such as change since last statement, your prior statement, and current and year-end balances.

• On the portfolio screen, you can view a breakdown of your holdings with links to additional market information. You can also view daily price changes, quantity held, delayed prices, estimated annual income and yields, as well as amount invested.

• The market snapshot screen offers a quick view of a security’s performance and price and volume history.

• In-app ability to contact your financial advisor. Your advisor’s contact information is easily accessible, so you can reach out quickly with any questions you may have.

Protecting your financial information is a top priority for Raymond James. That’s why our mobile app was designed to keep this critical data safe. Raymond James Client Access requires a unique username and password to access your personal information. We also use encryption technology to transmit your information to our networks and safeguard your data from unauthorized access.
Updated on
Jun 9, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
2.0
275 reviews
Sherry Acque
February 8, 2022
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.
21 people found this review helpful
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c menezes
April 9, 2022
Does not seem like there is any work being done on this app. They have published a new version recently but only state "bugfixes and other updates" without listing details. The fingerprint bug is the most common complaint here, but still hasn't been addressed even though it has been a problem for a while. You can at least show us that this app is still being developed by listing what you have fixed or improved. I don't use the app much anymore inconvenience of having to hit a password mgr.
10 people found this review helpful
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Rich Hutchinson
November 2, 2022
It has been MONTHS now that the fingerprint login doesn't work and it doesn't remember your credentials. This is App 101 folks and this piece of garbage has failed at it for MONTHS. What a joke! EDIT 11/1/22 everything above still applies. I just use it on my iPad. Uninstalling here as it's just taking up space. I give up.
2 people found this review helpful
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What's new

- Bug fixes and other updates