Free

Details

  • Released
  • Updated
  • December 16, 2012
  • June 26, 2026

Features

Client Access screenshot #1 for iPhone
Client Access screenshot #2 for iPhone
Client Access screenshot #3 for iPhone
Client Access screenshot #4 for iPhone
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Client Access screenshot #7 for iPhone
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About

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment values
Transfer funds and deposit checks
Access market information
Store financial documents securely
Analyze asset allocation
Contact financial advisor
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What users say

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What's New in Client Access

4.19.9

June 26, 2026

Performance enhancements and bug fixes

User reviews

Suggestion for upgrade

App needs to be upgraded. The dashboard should show all accounts and daily change on each account. You should not have to click into each account to see the daily change. That should be visible on the dashboard so you can get a clean view upon logging in. The less clicks the better. It’s a big difference from other larger banking apps.
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Great app, amazing company

If you have any accounts at Raymond James, you need this app. It is easy to use, custom size and access most website functions like the vault. They constantly make improvements and support is amazing.

App is filled with issues

At least 2-3 times a week it will not send a verification code. The code gets stuck in their system and will send out way later after it is too late. Other times it says password issues contact administrator. You wait til morning and then it works.
Market Research is good.
Update on stocks at opening takes 15-30 minutes. Yahoo Finance is faster at refresh.
Definitely IT needs to go theough this app and fix the bugs.
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Needs updating

Needs some updating such as some additional grafting of data over a period of time. App gives a snapshot of data but would like to see user able to see trends over time.

Poor

Can’t add external accounts.

Developer apps

User experience

🐞

Reported Bugs

15 issues

Login button greyed out or unresponsive

Bug

Verification codes delayed or stuck in system

Bug

App displays white screen on launch

Bug

Password authentication fails despite correct credentials

Bug

Face ID and Touch ID functionality broken

Bug

App freezes when checking pending activity

Bug

Incompatibility with Apple Keychain password manager

Bug

App crashes on iPhone 14 and newer iOS versions

Bug

Horizontal scrolling not working properly

Bug

App loses login credentials after closing

Bug

Recent update prevents app from opening

Bug

Stock price updates delayed 15-30 minutes

Bug

Mobile deposit year selection not working for IRA contributions

Bug

App becomes unresponsive after entering portfolio section

Bug

Inconsistent behavior with two-factor authentication

Bug

Requested Features

16 requests

Add graphing and charting capabilities for portfolio performance

Feature

Enable historical data viewing and trend analysis over time

Feature

Implement frozen headers when scrolling through portfolio data

Feature

Add ability to trade mutual funds and stocks

Feature

Display daily change and month-to-date change in account overview

Feature

Show total portfolio income across all accounts

Feature

Add bill pay functionality

Feature

Implement column sorting on portfolio tables

Feature

Display all accounts on single screen without scrolling

Feature

Add Goals section to mobile app

Feature

Improve font sizes for better readability

Feature

Add HSA account support

Feature

Enable external account linking

Feature

Provide trade order status tracking

Feature

Implement dark mode option

Feature

Rename app to 'RJ Client Access' for better discoverability

Feature

FAQ

What can I do with this app?

This app allows you to securely view your investment accounts, check balances, see the current value of your investments, transfer funds, and deposit checks. You can also access up-to-the-minute market information and review detailed asset allocation analysis.

How does the app help with document management?

The app provides a secure vault where you can store important financial documents such as trade confirmations, tax reporting documents, and other financial statements. This ensures your sensitive information is kept safe and accessible.

Is there a cost to use this application?

Based on the provided information, the application is available for free. There are no mentions of subscription fees, in-app purchases, or advertisements.

What kind of financial information can I access?

You can access a comprehensive overview of your financial accounts, including your account balances, available cash, and the current value of each of your investments. The app also provides detailed asset allocation analysis.

Who is this app designed for?

This app is designed for clients who want a powerful, convenient, and secure way to manage their investment portfolios and financial accounts directly from their mobile devices, anytime and anywhere.