Connected Client

Cutting-edge access

We are committed to providing collaboration tools to support the advisor-client relationship. Clients of Raymond James receive unparalleled service and connectivity from advisors who are equipped with the best and most integrated technology in the industry.

Overview

Our user-friendly apps and mobile-optimized sites allow clients to take advantage of complimentary, secure access to their Raymond James accounts whenever and wherever they want.

Investor Accesssee content

Your clients can view their accounts online when they sign up for Investor Access. The optimized site and mobile app allow them to plan and monitor goals, pay bills, transfer funds, take shareholder actions and more from anywhere – all while going paperless. Plus, they can organize personal and financial documents by uploading them to Vault, our secure online file sharing and content management platform that can be accessed by clients and advisors, who can collaborate and initiate conversations using the comment feature.

Investor Access

Securitysee content

As a firm that uses superior technology, security is of the utmost importance. At Raymond James, our technology can help you connect with clients and also help clients plan for the future with ease and peace of mind.

We want you and your clients to have the highest level of confidence in doing business with us. That’s why we offer you this assurance:

We will reimburse your clients for actual losses in any of their Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of their own.

Learn More
Mobilitysee content

With the Investor Access Mobile app and mobile-optimized site, clients can take advantage of secure access to their Raymond James brokerage accounts whenever and wherever they want. The most common features clients enjoy on the desktop version of Investor Access have been optimized for mobile devices. It’s secure, convenient and designed with clients in mind.

  • Account summary: At-a-glance account information, balances and a direct link to clients’ full portfolios.
  • Portfolio screen: A breakdown of holdings with links to additional market information. Also daily price changes, estimated annual income and yields, and amount invested.
  • Account activity: Available for the past week or up to 25 transactions. Use the “show more activity” link to browse for additional activity.
  • Market snapshot screen: A quick view of a security’s performance, price and volume history.
  • Contact your advisor: Advisor contact information, easily accessible.
  • Vault: access any documents or files stored in the secure Vault.

Goal Planning & Monitoringsee content

Our interactive Goal Planning & Monitoring tool enables clients and their advisors to identify, enter and adjust goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals.

GPM

 

 

 

 


Technology for you

Explore Advisor Technology

Ready to learn more?

Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our recruiters about what your business would look like as an advisor at Raymond James.