Client Access 4+

Raymond James Financial

Designed for iPad

    • 4.1 • 84 Ratings
    • Free



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 4.5.0

- Updated iPad views for Portfolio and Dashboard
- Updated iPhone view for Portfolio
- Enable and disable Face/Touch ID in app under Client Tools
- View Raymond James Bank products in the More menu, if applicable

Ratings and Reviews

4.1 out of 5
84 Ratings

84 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 ,

Thank you for taking the time to share your feedback about our app.

We would like to investigate the issue further to understand why TouchID is not working on your device. Could you please contact our support group at 877-RJ-ACCESS (877-752-2237) or and provide us with more details about the error messages or issues you encountered when trying to log in? This will help us identify and address the problem.

Rbkrak9 ,

2 different icons - 2 different formats

1. Solid blue - this is on my iPad and I don’t care for it as much as
2. Half dark blue and half white with”client access” printed on the white portion. This icon appears on my iPhone and presents my preferred format. Wish I could get this icon / format on my iPad.
Bob Kyle

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 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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