Client Access

Raymond James Client Access

100,000+

Total Global Downloads
  • Bundle ID

    com.raymondjames.investoraccess
  • Developer

    Raymond James
  • Category

    Finance
  • Price

    Free
  • Update Time

    Nov 10, 2024
  • 321 Ratings

    2.67
  • Bundle ID

    com.raymondjames.investoraccess
  • Developer

    Raymond James
  • category

    Finance
  • Price

    Free
  • Update Time

    Nov 10, 2024
  • 321 Ratings

    2.67

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App Info

Description

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information

Asset allocation does not guarantee a profit nor protect against loss.
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Version History

Version Time
4.14.1 Nov 10, 2024
4.14.0 Nov 5, 2024
4.13.0 Sep 25, 2024
4.12.1 Aug 14, 2024
4.12.0 Aug 7, 2024
4.11.1 Jul 20, 2024
4.11.0 Jun 26, 2024
4.10.1 Jun 13, 2024
4.10.0 May 8, 2024
4.9.0 Mar 20, 2024
4.8.2 Feb 11, 2024
4.8.0 Feb 7, 2024
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