Videos

Client Access: 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


Client Access: 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


Client Access: 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


Client Access: 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


Client Access: 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


Client Access: Locating Documents


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


Client Access: 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


Client Access: 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


Client Access: 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


Client Access: 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


Basic Estate Planning with Collier Moore


Released 06-17-2020

Collier Moore, partner at RMP, LLP, will discuss the important steps to take & things to consider when working on an Estate Plan.

Raymond James is not affiliated with and does not endorse the opinions and services of Collier Moore.


Sports Talk with Marcus Monk, certified player agent at Excel Sports Management


Released 06-10-2020

Marcus is interviewed by Jim Ed Summers on sports starting back after being canceled due to Covid-19.

Raymond James is not affiliated with and does not endorse the opinions or services of Marcus Monk.