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Client Access

Client Access

by Raymond James Financial

159 ratings
107 reviews
💼 Business
💰 Finance
Free

Details

Released
December 16, 2012
Updated
October 30, 2026

Features

Developer

Raymond James Financial
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About

Securely manage your investment portfolio, transfer funds, and deposit checks from your mobile device. Access real-time market information, view account balances, and store important financial documents in a secure vault. Get a quick snapshot or in-depth review of your finances anytime.

✓View account balances and investment values
✓Transfer funds and deposit checks
✓Access market information
✓Store financial documents securely
✓Manage investment portfolio
✓Contact financial advisor
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What users say about Client Access

Reviews of Client Access are mixed: the Finance app is rated 4.0/5 from 159 App Store ratings. What users like most: easy to use interface, fast performance and quick access to information. Top complaints: persistent login issues and authentication failures, app crashes and freezes frequently. Summarized from real user reviews.

Positive things

  • 👍Easy to use interface
  • 🚀Fast performance and quick access to information
  • 📊Comprehensive account and portfolio information
  • 🔒Secure authentication options (Face ID, Touch ID)
  • 📱Mobile check deposit feature works well
  • 💼Good integration with financial advisor services
  • 🎨Clean, modern design (in recent updates)
  • ⚡Customizable dashboard and account views

Negative things

  • 🐛Persistent login issues and authentication failures
  • 🐛App crashes and freezes frequently
  • 📉Lacks data visualization and charting capabilities
  • 📊Missing critical portfolio information and metrics
  • 🔍Poor search functionality (app not discoverable by bank name)
  • 📱Inadequate mobile responsiveness and horizontal scrolling issues
  • ⏱️Scheduled maintenance during active business hours
  • 🔐Face ID and Touch ID frequently broken or greyed out
  • 📋Cannot view historical performance data or trends
  • 🚫Limited trading capabilities compared to competitors
  • 🐛Inconsistent app behavior across devices
  • 📄Headers not frozen when scrolling through data
  • 🔧Poor customer support and ticket tracking
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What's New in Client Access

4.20.10

October 30, 2026

Performance enhancements and bug fixes

User reviews

Most RecentHighest RatedLowest Rated

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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Nnews-suppoter

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.
Ttdkme

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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KKTFlem7769

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.
Vviw3

Poor

Can’t add external accounts.
AEAccount External
See 102 more reviews

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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
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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 are the main benefits of using Client Access?

Client Access offers a secure and convenient way to view account balances, manage your investment portfolio, transfer funds, and deposit checks. Users appreciate the fast performance and comprehensive account information, as well as secure authentication options like Face ID and Touch ID.

Is Client Access secure for managing financial information?

Yes, the app is designed for secure access to your accounts. It utilizes secure authentication options and provides a secure vault for storing sensitive financial documents. However, some users have reported persistent login issues and authentication failures.

What types of financial information can I view in Client Access?

You can view your account balances, including assets and available cash, the current value of each investment, and detailed asset allocation analysis. The app also allows access to documents like trade confirmations and tax reporting.

Can I make trades or perform complex transactions with Client Access?

Client Access primarily focuses on viewing and managing your accounts, transferring funds, and depositing checks. It has limited trading capabilities compared to some competitors, and users have noted a lack of critical portfolio information and metrics for in-depth analysis.

How often is Client Access updated?

The app was last updated on October 30, 2026, with version 4.20.10. While the latest version is recent, some users have experienced frequent app crashes and freezes, suggesting potential stability issues.

What devices is Client Access available on?

Client Access is available for iPhone and iPad devices. Users have reported inconsistent app behavior across different devices, which may impact the user experience.

Does Client Access have any limitations or common user complaints?

Yes, user reviews highlight issues such as persistent login problems, app crashes, and a lack of data visualization. Some users also find the search functionality inadequate and note that Face ID/Touch ID features are frequently broken.

Is Client Access suitable for users who need detailed historical performance data?

No, Client Access does not provide historical performance data or trends, which is a significant limitation for users seeking to analyze long-term investment performance. This is a key area where it falls short compared to some alternative investment apps.