# Client Access

> Secure mobile access to investment accounts, fund transfers, check deposits, and market data. (iPhone/iPad app by Raymond James Financial.)

- Source: https://appshunter.io/ios/app/client-access/id583365721 (this page in markdown: same URL + `.md`)
- Developer: [Raymond James Financial](https://appshunter.io/developer/536927242)
- Category: Finance, Business
- Price: Free
- Rating: 4.00/5 from 155 App Store ratings · 107 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 74 MB
- Languages: American English
- Released: 2012-12-16
- Data updated: 2026-09-14
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/client-access/id583365721/reviews.md

## What is 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.

## Key features

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

## What do users think of Client Access?

Overall sentiment: mixed

**Pros**

- 👍 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

**Cons**

- 🐛 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

**Commonly reported bugs**

- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken
- App freezes when checking pending activity
- Incompatibility with Apple Keychain password manager
- App crashes on iPhone 14 and newer iOS versions
- Horizontal scrolling not working properly
- App loses login credentials after closing
- Recent update prevents app from opening
- Stock price updates delayed 15-30 minutes
- Mobile deposit year selection not working for IRA contributions
- App becomes unresponsive after entering portfolio section
- Inconsistent behavior with two-factor authentication

**Most requested features**

- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview
- Show total portfolio income across all accounts
- Add bill pay functionality
- Implement column sorting on portfolio tables
- Display all accounts on single screen without scrolling
- Add Goals section to mobile app
- Improve font sizes for better readability
- Add HSA account support
- Enable external account linking
- Provide trade order status tracking
- Implement dark mode option
- Rename app to 'RJ Client Access' for better discoverability

## Recent user reviews (10 of 107)

All indexed reviews: https://appshunter.io/ios/app/client-access/id583365721/reviews.md

### 1/5 — Suggestion for upgrade

*2026-05-14*

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.

### 5/5 — Great app, amazing company

*2026-04-15*

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.

### 3/5 — App is filled with issues

*2025-12-13, version 4.18.5*

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.

### 4/5 — Needs updating

*2025-09-02*

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.

### 1/5 — Poor

*2025-07-09, version 4.17.0*

Can’t add external accounts.

### 1/5 — No Graphs!?

*2025-06-28, version 4.17.0*

No graphs are shown, so there is no easy way to see changes over time.

### 1/5 — Horrible app

*2025-06-10, version 4.16.1*

Horrible app. It’s so bad I’m closing my accounts. Basic functions like faceID should work. Your lack of investment in tech will continue to cost you.

### 1/5 — Need to add ability to trade mutual funds and provide order status

*2025-03-17*

Clients have has a little ability to do anything to do with trading for accounts authorized for trading. For some reason, Raymond James does not permit claims to purchase or sell money market mutual funds, or any Mutual Fund for that matter, which is ridiculous. There is also no place to see trade status of any orders whatsoever. Please correct these issues ASAP.

### 4/5 — Good app design, some UX updates Needed

*2025-03-17*

Overall, this app provides a good level of detail and all of the required data needed on a daily basis. However, it could use some UX updates in order to be easier on the eyes and make the application flow more cohesively. The fonts size on the Portfolio, Accounts, and Activities views needs to be larger and the blank space needs to be reduced or removed. In general, the application font is quite tiny, and even with my good eyesight, it takes some effort to read. 

I am coming from years of usage with the BofA/Merrill Lynch application. It definitely had its own design issues, but the UX, flow, and data readability was very good. 

Address the UX and the app will be excellent, as the data presented is already very useful.

### 1/5 — Pointless App

*2024-11-22, version 4.14.0*

It doesn’t work.

## Frequently asked questions about Client Access

### 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.

## Version history (last 5 releases)

### 4.20.5 — 2026-09-04

Performance enhancements and bug fixes

### 4.19.9 — 2026-06-26

Performance enhancements and bug fixes

### 4.19.5 — 2026-04-09

Performance enhancements and bug fixes

### 4.19.0 — 2026-03-06

Performance enhancements and bug fixes

### 4.18.5 — 2025-12-11

Performance enhancements and bug fixes

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## More apps by Raymond James Financial

- [Raymond James Meetings](https://appshunter.io/ios/app/raymond-james-meetings/id1190563646)
- [Raymond James Events Canada](https://appshunter.io/ios/app/raymond-james-events-canada/id6692630623)

All apps by Raymond James Financial: https://appshunter.io/developer/536927242

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-14.*