Online Investor Access
Secure, 24/7 online access to your investment accounts
Monitor your accounts on the go
The Investor 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 a comprehensive view of your personal Raymond James account information.
Check the background of any registered financial advisor with FINRA's BrokerCheck.
Connect with a financial advisor
Find your nearest Financial Advisor and discover financial solutions for you and your future.
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