Client Access

Name: Client Access
Rating: 4 (143 reviews)
Author: Raymond James Financial

Finance

Free · Designed for iPad

143 Ratings
Ages

4+
Years
Category

Finance
Developer

Raymond James Financial
Language

EN
English
Size

64.7
MB

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 & Reviews

4.0

out of 5

143 Ratings

Good app design, some UX updates Needed
Mar 17

DR
Overall, this app provides a good level of detail and all of the required data needed on a daily basis. However, it could use some UX updates in order to be easier on the eyes and make the application flow more cohesively. The fonts size on the Portfolio, Accounts, and Activities views needs to be larger and the blank space needs to be reduced or removed. In general, the application font is quite tiny, and even with my good eyesight, it takes some effort to read. I am coming from years of usage with the BofA/Merrill Lynch application. It definitely had its own design issues, but the UX, flow, and data readability was very good. Address the UX and the app will be excellent, as the data presented is already very useful.
Good app design, some UX updates Needed
Mar 17

DR

Overall, this app provides a good level of detail and all of the required data needed on a daily basis. However, it could use some UX updates in order to be easier on the eyes and make the application flow more cohesively. The fonts size on the Portfolio, Accounts, and Activities views needs to be larger and the blank space needs to be reduced or removed. In general, the application font is quite tiny, and even with my good eyesight, it takes some effort to read. I am coming from years of usage with the BofA/Merrill Lynch application. It definitely had its own design issues, but the UX, flow, and data readability was very good. Address the UX and the app will be excellent, as the data presented is already very useful.
New mobile app
04/02/2023

disappointed %$@%
A comment on the new app - i have submitted several request for issues with the new app as well as contacting RJ directly . To be clear, I have total confidence in my Advisor and am totally satisfied with services from RJ that go thru my advisor. It is with that great dissatisfaction that i find the IT dept & app support are so disconnected from that level of service. I hope that things change dramatically with this tower of support as it does not reflect well . For example, I have asked for years that any page with headers have the headers frozen so when You scroll down thru the page , the headers are maintained. When i logged into new new app , portfolio positions, all the various columns and headers are gone. Also when i call the RJ Client access to report an issue, I am not given a ‘problem’ ticket # for follow-up with the webpage or app support team. I am told this will be forwarded with no follow-up contact information.

Developer Response
Apologies for any inconvenience caused by our app. We appreciate your feedback and have fixed the frozen headers and missing columns in the portfolio. We hope this resolves your concerns as we work on further improving the app.
New mobile app
04/02/2023

disappointed %$@%

A comment on the new app - i have submitted several request for issues with the new app as well as contacting RJ directly . To be clear, I have total confidence in my Advisor and am totally satisfied with services from RJ that go thru my advisor. It is with that great dissatisfaction that i find the IT dept & app support are so disconnected from that level of service. I hope that things change dramatically with this tower of support as it does not reflect well . For example, I have asked for years that any page with headers have the headers frozen so when You scroll down thru the page , the headers are maintained. When i logged into new new app , portfolio positions, all the various columns and headers are gone. Also when i call the RJ Client access to report an issue, I am not given a ‘problem’ ticket # for follow-up with the webpage or app support team. I am told this will be forwarded with no follow-up contact information.
Developer Response 11/21/2023
Apologies for any inconvenience caused by our app. We appreciate your feedback and have fixed the frozen headers and missing columns in the portfolio. We hope this resolves your concerns as we work on further improving the app.
Cleaner, faster, overall better experience
03/27/2023

BJackson21!
This update has made the app a lot better for me. Things make a little more sense now and are easier to find. The updated design is pleasing and a big improvement from what it was. The chart/graphs for price history aren’t my favorite. They are a little difficult to use but at least there is something there to use.When first logging in I had to “reset my password” or just tell it to reset my password but put my current password in… not sure why but I did initially have issues logging in. All good now.

Developer Response
Thank you for your feedback on the latest update! We're glad the new app is providing you a better experience.We've heard your feedback about the chart/graphs for price history and will look at options to make this better.Thanks again for your feedback!
Cleaner, faster, overall better experience
03/27/2023

BJackson21!

This update has made the app a lot better for me. Things make a little more sense now and are easier to find. The updated design is pleasing and a big improvement from what it was. The chart/graphs for price history aren’t my favorite. They are a little difficult to use but at least there is something there to use.When first logging in I had to “reset my password” or just tell it to reset my password but put my current password in… not sure why but I did initially have issues logging in. All good now.
Developer Response 04/04/2023
Thank you for your feedback on the latest update! We're glad the new app is providing you a better experience.We've heard your feedback about the chart/graphs for price history and will look at options to make this better.Thanks again for your feedback!
Does not come up when searching for Raymond James or RJ
11/03/2023

Noahbc
It feels like it should be table stakes that you can search for a banking app based on the bank name MLS, but this app is simply called Client Access. Try searching for Raymond James or RJ on your phone and nothing will come up. This feels like a pretty basic mistake and something that should be easily and quickly fixed. Responding to the developer, I’m talking about searching for the app on my phone, not in the App Store. Thank you for the clarification! It seems to me maybe the app should be called RJ Client Access then?

Developer Response
Thank you for the clarification. Using iOS 17.1, you are able to search for our app using the name, “Client Access” or “Raymond James”. Due to the way search works in iOS 17, in one case you will see applications listed at the top (“Client Access”) while in the other case (“Raymond James”), you will need to scroll down to the apps section.
Does not come up when searching for Raymond James or RJ
11/03/2023

Noahbc

It feels like it should be table stakes that you can search for a banking app based on the bank name MLS, but this app is simply called Client Access. Try searching for Raymond James or RJ on your phone and nothing will come up. This feels like a pretty basic mistake and something that should be easily and quickly fixed. Responding to the developer, I’m talking about searching for the app on my phone, not in the App Store. Thank you for the clarification! It seems to me maybe the app should be called RJ Client Access then?
Developer Response 11/02/2023
Thank you for the clarification. Using iOS 17.1, you are able to search for our app using the name, “Client Access” or “Raymond James”. Due to the way search works in iOS 17, in one case you will see applications listed at the top (“Client Access”) while in the other case (“Raymond James”), you will need to scroll down to the apps section.

Performance enhancements and bug fixes

Version 4.18.0

Sep 11

Data Linked to You

The following data may be collected and linked to your identity:
- Location
- User Content
- Identifiers
Data Not Linked to You

The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
- Diagnostics