Client Access 4+

Raymond James Financial

Designed for iPad

    • 4.1 • 97 Ratings
    • Free

Screenshots

Description

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.

What’s New

Version 4.9.0


• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
• Add/remove items to your Watch List, accessible via Market Research in the More menu
• Bug fixes and performance enhancements

Ratings and Reviews

4.1 out of 5
97 Ratings

97 Ratings

BJackson21! ,

Cleaner, faster, overall better experience

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!

disappointed %$@% ,

New mobile app

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.

Noahbc ,

Does not come up when searching for Raymond James or RJ

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.

App Privacy

The developer, Raymond James Financial, 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:

  • 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

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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