Client Access

Client Access

Business
Finance
75 reviews

Details about Client Access

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Features

Developer of Client Access

Raymond James Financial, Inc.
⭐️4.0 / 5
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🙌109
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🗣❌ unsupported
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Version History of Client Access

4.12.2

September 16, 2024

Performance enhancements and bug fixes

4.12.1

August 14, 2024

• Use the new search field on Portfolio to quickly find a specific holding • Performance enhancements and bug fixes

4.12.0

August 9, 2024

• Use the new search field on Portfolio to quickly find a specific holding • Performance enhancements and bug fixes

4.11.0

June 28, 2024

Performance enhancements and bug fixes

4.10.2

June 10, 2024

• View expanded details for debit card activity (if applicable) from the filter on the Activity screen • Bug fixes and performance enhancements

4.10.0

May 10, 2024

• View expanded details for debit card activity (if applicable) from the filter on the Activity screen • Bug fixes and performance enhancements

4.9.0

March 22, 2024

• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu • Add/remove items to your Watch List, accessible via Market Research in the More menu • Bug fixes and performance enhancements

More

4.8.1

February 15, 2024

• Updates to default sorting orders • View your goal plan (if applicable) under Planning in the More menu • Updated iPad view for Activity • Bug Fixes and Performance Enhancements

More

4.8.0

February 9, 2024

• Updates to default sorting orders • View your goal plan (if applicable) under Planning in the More menu • Updated iPad view for Activity

More

4.7.1

December 15, 2023

• Customize the accounts displayed in the My Accounts widget on the Dashboard • Customize the holdings displayed in the My Holdings widget on the Dashboard

More

Price History of Client Access

Description of Client Access

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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Client Access: FAQ

Is there an iPad version available for Client Access?

Yes, Client Access supports iPad devices.

Who created the app?

The Client Access app was developed by Raymond James Financial, Inc..

What is the minimum supported iOS version for Client Access?

The minimum required iOS version for the app to work is 15.0 or higher.

What is the current app rating of Client Access?

The Client Access app has a user rating of 4.0.

What’s the genre of the Client Access app?

The App Genre Of Client Access Is Finance.

What’s the latest version of the Client Access app?

The latest version of Client Access is 4.12.2.

What is the update date for Client Access?

The latest Client Access update came out on October 1, 2024.

When was the app initially released?

Client Access launched on February 5, 2023.

What is the content advisory rating of Client Access?

The Client Access app is suitable for children aged Raymond James Financial, Inc..

What languages does the Client Access app support?

The Client Access app is now available in English.

Can I play Client Access through Apple Arcade's subscription?

Unfortunately, Client Access is not on Apple Arcade.

Does Client Access offer in-app purchases?

Unfortunately, in-app purchases are not available within Client Access.

Is Client Access optimized for use with Apple Vision Pro?

Unfortunately, Client Access is not optimized for use with Apple Vision Pro.

Does Client Access include ads as part of its experience?

No, Client Access does not include ads as part of its experience.

Screenshots of Client Access

Client Access screenshot #1 for iPhone
Client Access screenshot #2 for iPhone
Client Access screenshot #3 for iPhone
Client Access screenshot #4 for iPhone
Client Access screenshot #5 for iPhone
Client Access screenshot #6 for iPhone
Client Access screenshot #7 for iPhone
iphone
ipad

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Reviews of Client Access

Leave a Review Client Access
★★★★★

  • No portfolio tracking

    There seems to be no way to track daily performance over time. There needs to be a graph showing day by day performance.

    If you want to look back at yesterday’s account performance there is no way to see it once you get past midnight.

    This is basic stuff and a significant pain point.
    Bob1374Bob1374

    Developer Response

    Hi there! Thank you so much for your suggestion. We are constantly working on updating the app and will pass your suggestion to the product team.

  • So easy and simple

    Love the interface and the experience. Don’t know why everyone doesn’t use an FA from Raymond James. It’s convenient banking software plus the eyes of a professional on all my accounts.
    TannertradesTannertrades

    Developer Response

    Thank you for your positive review! We're thrilled to hear that you love the new app. If you have any suggestions or need assistance, feel free to reach out to us.

  • Deposit App Issue

    Please fix your mobile check deposits. It no longer lets me select which “year” to contribute towards my IRA.

    It says I’ve gone over, but I haven’t deposited any for this year’s contribution.
    KayKay_JKayKay_J

    Developer Response

    Thank you for bringing this issue to our attention. We're pleased to inform you that the issue has been resolved.
See 72 more reviews
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