Want to receive access to your account information online. Investor Access is your source for simple, secure access to your Raymond James account information on your computer or mobile device. You will have instant insight and control at your fingertips. Want to make changes to what information you receive and how you receive it? Need information right now?It’s simple with Investor Access!
View Demo from RJA Enrollment and Access Levels page
Link to Investor Access Enrollment Guide
A mobile-optimized version of your Investor Access. The most common features of your Investor Access now can be viewed on your mobile device. Account Summary, Portfolio Screen, Account Activity, Market Snapshot, Contact Advisor. To use the Mobile App you must first be enrolled in the Investor Access Desktop version. The app can be downloaded from Apple’s App Store and Google Play.
You can get the app in Apple’s App Store and the Google Play Store
See your complete financial world in one convenient place. Through Raymond James Investor Access you can connect to and view all of your financial accounts, even those held outside of Raymond James. You can aggregate information from banks, credit cards, brokerage firms and other outside institutions. Over 8,900 financial institutions participating that will aggregate and automatically update your information every night. You can also manually enter other assets such as jewelry, collectibles, cars and real estate. So in addition to your Raymond James Accounts, you can see everything, your 401k, mortgages and more. Take advantage of this free service and start today!
Account Aggregation Through Raymond James Investor Access PDF
Vault is an online file sharing and content management platform that can be accessed from Investor Access or Client Center on any internet-connected computer or mobile device. Vault allows clients and advisors to quickly, easily and securely store a variety of file types. Clients and advisors can use Vault as a space to collaborate and build stronger relationships by sharing these files and using the comment feature to initiate conversations. The Vault can be found in your Investor Access Menu options once logged in.
Investor Access Bill Pay - Raymond James' online bill pay – accessible through Investor Access – is free for Capital Access accounts and offers clients a convenient, secure way to manage their bills.
Investor Access Funds Transfer - Investor Access Funds Transfer enables clients to transfer funds between Raymond James brokerage accounts (aka journaling) as well as send funds to and from accounts at another financial institution via Automated Clearing House (ACH).
Mobile Check Deposit – A fast and easy way that enables you to safely and conveniently deposit checks into your eligible Raymond James accounts using the camera on your smart phone or tablet. [Link to Mobile Check Deposit Email PDF]