How to Videos


Start Using Client Access

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage. When you click it, you’ll be able to set up a username and password and then you’re in. Want a little guidance getting started? Watch this 1-minute video and see exactly how to get access to all the details of your account and online tools that can help bring your financial plan into focus.

e-Delivery

Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy. Just watch this video to see where to go in Client Access to change the way we send you notifications and documents. You can go all digital or choose certain things to get via email and others through the mail. Warning: Your postal carrier will love you.

Using the Vault

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you. And you can use it to send us important documents too. In this video, we’ll walk you through finding the Vault inside Client Access and show you exactly how to use it. Ready to get started?

Aggregate your Accounts

Ready to put your full financial picture together? Client Access can help. Once you log on, we’ll show you how to find the place to link your outside accounts to your Raymond James account. When you do it, you’ll get a snapshot of all your finances, not just the accounts we’re helping you manage. Before you log in, watch this quick video and you’ll be ready to start linking.

How to use the online Goal Plan

Wondering about the “what ifs” of your financial life that are out of your control? There’s a tool inside of Client Access called the Goal Plan that lets you play with variables and it calculates a predicted outcome. You can pick from scenarios like “Social Security Cuts” or “Health Care/LTC” and see how changing them can impact your retirement projections. Watch the dial in the Confidence Zone move as you tinker with the variables. It’s like a barometer for your financial plan and it’s easy to use. Watch this video to find out how.

Where are my Tax Documents?

When you’re ready to do your taxes, you want to have all the paperwork you need. Did you know the quickest way to get your tax forms from Raymond James is through the Client Accessportal? Watch where to go to find your 1099 or 5498. In a few clicks, you’ll have them in front of you and be ready to start preparing your annual tax return. You’ll also get the forms in the mail (unless you’ve selected e-Delivery for tax forms), but online access is the fastest way for you to get them.

How to use e-Signature (DocuSign)

We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are. Watch how it works and then get your mobile phone ready. You’ll need it for the first security step of the process when we send you a code to confirm your identity. Watch each step in the process and you’ll be ready to sign.

How to deposit Checks Remotely

Forget the envelopes and stamps –there’s an easier way to make deposits into your investment accounts. Grab your smartphone and watch this video. We’ll show you how to download the Raymond James Client Access app, log in, and get started making your deposits faster and easier. If you’ve never made a mobile deposit, don’t worry. This video will walk you through each step of the process.

How to Find your Statements & Fees

Finding the right information is easy when you know where to look. We want to make sure it’s easy for you to locate your Raymond James statements inside the Client Access Portal. Follow these directions and with a few quick clicks, you’ll have a list of statements in front of you. Once you’re there, finding the fees associated with your accounts is just a matter of scrolling. Watch this 1-minute video and you’ll know just where to go.

Your First Zoom Meeting

You might be hundreds or even thousands of miles from us when we need to meet – or you might just be so busy that stopping by our office isn’t an option. Either way, we can have a meeting with Zoom that still gets us face to face, despite the miles. If you haven’t used Zoom before, it’s an easy platform. This 1-minute video shows you everything you need to know to get started. We’re looking forward to “seeing” you in your next virtual meeting!

Secure Message

Safeguarding your personal information is extremely important to us. That’s why you may sometimes receive an encrypted message from us.

Help! I Lost my Password

If you lose your password to Client Access –you are not alone! Here’s a 1-minute video to the rescue that will help you log back in.

Two Factor Authentication

Your security is a top priority for us. That’s why you can expect an extra layer of security on yourClient Access account. It’s called Two Factor Authentication –or 2FA for short –and it helps us verify that it’s really you logging in to your account. Watch this video so you’ll know exactly what to expect as Raymond James adds this feature to all accounts in 2020.

Funds Transfer (for Desktop)

Moving money from one account to another has never been easier. It starts with your Client Access login. This video helps you navigate to the “Funds Transfer” section of the website, then you’ll learn how to make your account selections and complete the transfer. You’ll be a transferring expert in just over one minute.

Funds Transfer on the App

You can do a lot with your phone these days – including moving funds from one account to another. Want to use the Raymond James Client Access app to make transfers a snap? In this video you can follow the steps and you’ll see how easy it is to transfer money to your investment accounts.

Sharing to TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information. In this video, you can walk through the steps of linking your Raymond James tax documents to your TurboTax account. Once you learn how to link Client Access to TurboTax, you’ll wonder why you never did it before!

Customize Your View of Client Access

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it. Learnhow to rearrange the order you see your accounts and rename them, too. Create a watch list of equities and mutual funds you want to follow. And learn how to create customized reports –all within Client Access.

Supporting Causes you Love with Donor Advised Funds

Don’t scramble to write checks to charity just before the tax deadline. Learn more about how you can set up a Donor Advised Fund(DAF)through Raymond James Charitable. Setting up a DAF is an easy and tax-efficient way to make a difference to the causes that are close to your heart.