With the Client Access app, you’ll have easy, secure access to your U.S. Raymond James brokerage accounts. The most common features you enjoy on the desktop version of Client Access are optimized for your mobile device, so you can tap into your financial information wherever and whenever you need it. The free app lets you securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information.
Various Bug Fixes and Performance Enhancements.
Ratings and ReviewsSee All
Doesn’t work with Apple keychain or 1password. (Neither does their web page. Always awkward to log in.). You can get a chart of performance over time, and you can change the endpoints, but you can’t save the changes and you can’t get the chart to redraw anyway. Pretty sloppy for a financial company. Hope they pay more attention to my investments than the do to their app.
Mobile deposit is great
The mobile check deposit feature of this app is so easy to use. With offices closed it was either mail the checks or this and this was a great experience. Easy to log in and easy to capture the check images. I do suggest to the developer to have the preferred endorsement stated somewhere or somewhere more visible since I didn’t find it.
The app meets only minimum requirements regarding access to account info. However, the login is seriously broken. People should use a secure password and the password manager integration does not work and neither does the Face ID functionality.
With Family Sharing set up, up to six family members can use this app.