To learn about Key Wealth Management and what we do, watch this short 1 minute video.

Signing into Client Access

Want to see your account balance? Want to set your goals? Want to access documents from us? Client Access is your one-stop shop for everything related to your accounts.

Document e-Delivery

Did you know you can get your statements delivered electronically? Help us save a tree. Watch this video to learn how.

How to Start Using the Vault

Now you can keep all your financial documents in one place, keep them secure from identity theft, and share them with us! How you ask? Well, we have a video for that.

How to Aggregate Your Accounts

Don't want to log in to multiple websites just to find your financial balances? Now you can get them all in one place. This video to will show you how to aggregate your accounts.

How to Use Secure Messages

In today’s era of online communication, making sure we keep your personal information safe has never been more important. And thanks to cybercrime, sending that personal information through a traditional email could compromise your security. That’s why you may receive a “Secure Message” from our office. Instead of seeing a message from us when you open the email, you’ll get a link to a Raymond James page. There you enter your login information and can view the message and reply. Here’s a preview of what to expect.

Your First Zoom Meeting

Virtual meetings can make life easy and save you time. Here’s a quick and easy video tutorial for first-time Zoom meeting users.

How to Use the Goal Plan

Have a new retirement goal? Get a raise at work? Now you can see how it affects when you can retire. Watch this video to learn more about Goal Plan.

How to deposit Checks Remotely

Don't want to drive all the way to our office just to deliver a check? Don't want to pay for postage? Learn how to deposit checks to your financial accounts from your phone by watching this video.

Where are my Tax Documents?

New Year. New Tax Season. Here's how to find your tax documents online when you need them.

How to Use e-Signature

Good news! When we need your signature to move forward with account changes or updates, you can do it from the convenience of your couch! Introducing e-Signature!

Funds Transfer on the App

Mobile Funds Thumbnail

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

Sharing a 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!

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.