Client Access Videos
insights
It’s all part of our commitment to helping you seamlessly manage your financial life.

Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. 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.

Setting Up Enrollment


Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.

Adding External Accounts


See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.

Sorting and Filtering the Portfolio Page


View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you. Click here to get started.

Setting Up Paperless Delivery


Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.

Customizing the Summary Page


Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more. Click here to get started.

Locating Documents


Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.

Sharing Files in Vault


Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.

Setting Up Enhanced Authentication


Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password. Click here to get started.

Using Enhanced Authentication


The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in. Click here to get started.

Making a Mobile Deposit


Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.


_______ “Those who keep learning, will keep rising in life.” – Charlie Munger –
TELEPHONE: 410.308.1582 TOLL-FREE: 877.333.2395 FAX: 866.522.9695
1954 Greenspring Drive, Suite 350 Timonium, MD 21093 MAP AND DIRECTIONS

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 our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

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.