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.
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.
No Graphs!?
No graphs are shown, so there is no easy way to see changes over time.
Horrible app
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.
Need to add ability to trade mutual funds and provide order status
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.
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Good app design, some UX updates Needed
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.
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.
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Pointless App
It doesn’t work.
Good App Overall
I’ve been using RJ for my retirement/investing/cd’s since getting my first job. The app is overall good. The only complaint I ever have is sometimes the scheduled maintenance is during active hours like 6am - 11pm. Not that I necessarily need to check my balances in emergency but it would be better if the maintenance was at night.
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Response from developer
We appreciate your feedback and are glad you find the app good! Your concern about maintenance timing is noted, and we appreciate your insights.
Recent update??
Since the recent update (4 days ago 5/11/24)app won’t open …circle of death!!! Please fix!!
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.
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.
Response from developer
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.
Response from developer
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.
It says I’ve gone over, but I haven’t deposited any for this year’s contribution.
Response from developer
Thank you for bringing this issue to our attention. We're pleased to inform you that the issue has been resolved.
App malfunctioning at Login for the last month
I have enjoyed using this iOS app for years but something has gone seriously wrong with it the last month. Despite using the exact same username and password that logs me in on the web, it continues to tell me my credentials are invalid, at first just with Face ID sign in, now also when manually inputting my login. A further frustration is that my New Retirement website can no longer connect to Raymond James as well, again using my valid login info. Something is amiss and needs to be fixed.
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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?
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Response from developer
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.
Edit: the issue has been corrected, thanks.
Response from developer
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.
Response from developer
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.
