Raymond James Ltd Canada 4+
Webility
-
- Free
Screenshots
Description
Stay up to date with your Raymond James Ltd. investment account(s) anytime, anywhere. Armed with enhanced security measures to ensure clients information remains protected, the Client Access mobile app puts usability and personalization at the forefront. Whether you’re looking for in-depth reporting for specific accounts, a snapshot of your portfolio, or access to account documents. . Important: In order to use the RJ Mobile App you must already have an active profile (registered) on the Client Access Site, with Two-Factor-Authentication (TFA) enabled.
Your key financial information is right at your fingertips!
Key features
• Advisor contact information
• User-Friendly interface
• Request forgotten usernames/passwords
• Activate or deactivate biometrics
What’s New
Version 1.0.10
• User-friendly filenames now appear when viewing documents while in file preview mode, and as the document filename when downloaded
• “TFSA Info” section now displays TFSA beneficiary information
• Updated Privacy Policy
• Updated Account Terms & Conditions
Ratings and Reviews
Poorly designed
2 stars because it works but I won't be using it again. There is no simple view of the entire portfolio, poor navigation (how deep do I have to navigate to view a single investment?), no auth app integration (SMS ain't it, chief). Usability testing was done by the elderly.
Not launched
Site isn’t launched yet. Why have app available?
App Privacy
The developer, Webility, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Webility Solutions Inc.
- Size
- 100.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 16.0 or later.
- iPad
- Requires iPadOS 16.0 or later.
- Languages
-
English, French
- Age Rating
- 4+
- Copyright
- © 2024 Raymond James Ltée. Tous droits réservés
- Price
- Free