Client Access 4+
Raymond James Financial
Designed for iPad
-
- 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 4.0.0
The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
Ratings and Reviews
It's a beginning
If a person only had one investment account it might be adequate. However the full site, which is a feature rich site, is much better. As an example the app does not show me cash available summarized for all accounts. Nor does it show me all accounts opened on a single screen. Further it does not show all investments within the accounts summarized on a single screen. So if you have three investment accounts and 15 stocks, bonds, ETFs, Funds, etc. You're going to have to look them up individually. To put this review in context, I am a big fan of the Raymond James full site... I expect that this app will improve significantly over time.
Bring back the old version
I knew an updated version of this app was coming and thought it was going to be a nice improvement. Unfortunately the new app has an extra large font and makes it impossible to look at your account and navigate through the features. I am using an iphone 13 pro max so it's not my phone or settings. I'm sure this won't be the only complaint when current users start to use the new app. Please get this fixed or update us on how to change the view within the app.
Ruined a perfectly good app
This update might look good on an iPhone, but it awful on an iPad. Too much wasted space, and you have to dig for any info, which used to be in a spreadsheet format. I used to be able to see my entire portfolio at a glance. Not any more.
I give it 2 stars, just because the app has a chance of bring back the old version.
I hope they don’t touch their web interface.
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
Information
- Seller
- Raymond James Financial, Inc.
- Size
- 43.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Raymond James
- Price
- Free