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.
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.
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
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.
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.