Raymond James Ltd Canada

Finance

Free

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 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

  • This app hasn’t received enough ratings or reviews to display an overview.

Improved access to documents and reports: • Download documents directly from My Documents • Managed Account Statements in My Documents renamed to Portfolio Review Reports

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

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Webility Solutions Inc.
Size
  • 108.4 MB
Category
  • Finance
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • iPad
    Requires iPadOS 16.0 or later.
Languages
  • English and French
Age Rating
4+
Copyright
  • © 2024 Raymond James Ltée. Tous droits réservés