Secure, 24/7 online access to your investment accounts
Client Access delivers the information precisely when, where, and how you want it.
- Current and historical statements
- Account balances and activity
- Key data including unrealized and realized gains and losses
- Cost basis information
- Tax-reporting documents
Monitor your accounts on the go
The Client Access app makes it easy to monitor your accounts and view up-to-the-minute market information on your smartphone or tablet.
Comprehensive account overview
The summary screen allows you to quickly see the current market value of your accounts, a snapshot of your asset allocation, and a customizable stock watchlist.
Asset allocation analysis
You can view the various asset classes held in your accounts including domestic equities, fixed income, real estate, and cash/cash alternatives. An additional screen allows you to see a breakdown by product type such as mutual funds, individual equities, and bonds.
Securely store your vital documents
Vault is a secure online platform where you can upload, organize, and store digital copies of vital documents – from financial statements and planning documents to passports and photos of valuable assets – quickly and safely. Vault also enables you and your advisor to collaborate in real time on uploaded files.
Discover the ease and convenience of online access and comprehensive view of your personal Raymond James account information.