Convenience and connectivity for our clients

This is the one place to gain access to all of your online account needs and turnkey solutions. We have made it easy to access and discover the many opportunities available to you here, in partnership with your financial advisor. Feel free to explore all the ways we can help.

E-delivery

Go paperless and receive all of your financial documents electronically. You have the flexibility to select monthly, quarterly or annual statements for e-delivery. The information is encrypted and password-protected, and you can always print a copy whenever you need one.
Entertainment is a click away

Client Access tutorial videos

Watch these videos to learn new ways to connect to your accounts anytime, anywhere. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.
mobile phone

Client Access mobile app

Once enrolled in Client Access, enjoy an optimized mobile experience to conveniently tap in to your financial information wherever and whenever you need it. The app is available in Apple’s App Store and the Google Play store.

Download on the App Store Get it on Google Play

File sharing via Vault

Securely store, protect and share digital copies of your most important documents – from financial statements and legal agreements to passports and photos of your valuable assets. Vault puts it all right at your fingertips and easy to share with your advisor. And with the ability to upload, download and add comments to the files you place in Vault, you can work directly with your advisor from your own computer.

Information and insight

A look at life and finance from every angle. We bring together the latest information, ideas and insights to help you make the most of your life’s many meaningful pursuits.

What a difference a data point (or two) makes

5/3/2024 7:22:56 AM
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Earnings season is in the homestretch

5/3/2024 7:20:13 AM
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.
Retirement & Longevity

May FOMC meeting concludes with no changes to interest rates

5/1/2024 4:47:00 PM
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle

April sees Federal Reserve rate cut expectations dampen

4/30/2024 4:49:00 PM
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing

Cash management strategies for business owners

Top five tips for navigating market volatility and inflation.
Business Ownership

Portfolio construction

4/29/2024 10:07:34 AM
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Keep calm and carry on with your long-term investing strategy

4/29/2024 9:11:00 AM
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy

Five potential market-moving events to be mindful of

4/26/2024 7:46:48 AM
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP, inflation, and the Fed: Keep calm and carry on

4/26/2024 7:46:17 AM
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

Where powerful technology and personal guidance come together

The advice and advisor for you
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Wormeli Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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