Client Access Mobile

Client Access: Getting what you need, when you need it – virtually anywhere.

Client Access brings your day-to-day finances and long-term investments together in one place, giving you a holistic view of your investments – and your progress – from any computer or mobile device.

The most common features you enjoy on the desktop version of Client Access are available via the Client Access mobile app. The app is armed with advanced security measures including firewalls and encryption technology.

Updates to the Client Access mobile app are coming March 2023.

The revamped app puts enhanced usability and personalization at the forefront. Whether you’re looking for in-depth reporting for specific accounts, a snapshot of your portfolio, market research or access to account documents, your key financial information is right at your fingertips.

The all-new mobile app is optimized specifically for iOS or Android devices, featuring intuitive design, personalized insights and an improved user interface.


What’s new?

  • Improved user interface
  • Customizable dashboard
  • Streamlined navigation
  • Easier access to key features

Take Action

If you are a current Client Access mobile app user and have your app update preferences set to automatically install new app updates, there is no action needed. Once the update is available, you will be able to access the full benefits of the all-new Client Access mobile app.

If you opt for manual app updates, you will need to access the app store on your mobile device and download the Client Access mobile app update.

To use the Raymond James Client Access mobile app, you must first be enrolled through the desktop version of the site. You can enroll in Client Access here.

Access your key financial information with ease – download the Client Access mobile app today!

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