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.Bob1374
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.Tannertrades
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_J
Developer Response
Thank you for bringing this issue to our attention. We're pleased to inform you that the issue has been resolved.Does not come up when searching for Raymond James or RJ
It feels like it should be table stakes that you can search for a banking app based on the bank name MLS, but this app is simply called Client Access. Try searching for Raymond James or RJ on your phone and nothing will come up. This feels like a pretty basic mistake and something that should be easily and quickly fixed. Responding to the developer, I’m talking about searching for the app on my phone, not in the App Store. Thank you for the clarification! It seems to me maybe the app should be called RJ Client Access then?Show lessNoahbc
Developer Response
Thank you for the clarification. Using iOS 17.1, you are able to search for our app using the name, “Client Access” or “Raymond James”. Due to the way search works in iOS 17, in one case you will see applications listed at the top (“Client Access”) while in the other case (“Raymond James”), you will need to scroll down to the apps section.Update problem
The app freezes when I check my pending activity. Please correct this.
Edit: the issue has been corrected, thanks.Flept
Developer Response
The issue has been corrected. Please download the latest version and let us know if you encounter any other issues.Update problem
The app freezes when I check my pending activity. Please correct this.Developer Response
The issue has been corrected. Please download the latest version and let us know if you encounter any other issues.Account overview tab
I’m disappointed that you don’t display the daily Change and change since the last statement in the account overview. I now have to drill deeper to find out which account has changed and by how much. This makes my daily review take considerably longer.prosperingBill
2 different icons - 2 different formats
1. Solid blue - this is on my iPad and I don’t care for it as much as
2. Half dark blue and half white with”client access” printed on the white portion. This icon appears on my iPhone and presents my preferred format. Wish I could get this icon / format on my iPad.
Bob KyleRbkrak9
Account overview tab
I’m disappointed that you don’t display the daily Change and change since the last statement in the account overview. I now have to drill deeper to find out which account has changed and by how much. This makes my daily review take considerably longer.Useless
Honestly it could not be any stupider. What was wrong with the one.Just sleepy
