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.
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 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.
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.
Where are my Tax Documents?
New Year. New Tax Season. Here's how to find your tax documents online when you need them.
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!
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.