Raymond James Ltd Canada

Raymond James Ltd Canada

by Webility Solutions Inc.

0 ratings
3 reviews
Free

Details

  • Released
  • Updated
  • September 10, 2024
  • May 7, 2026
Raymond James Ltd Canada screenshot #1 for iPhone
Raymond James Ltd Canada screenshot #2 for iPhone
Raymond James Ltd Canada screenshot #3 for iPhone
Raymond James Ltd Canada screenshot #4 for iPhone
Raymond James Ltd Canada screenshot #5 for iPhone
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About

Access and manage your investment accounts on the go with enhanced security. View detailed reports, portfolio snapshots, and account documents. Requires an existing Client Access Site profile with Two-Factor-Authentication enabled.

Account reporting
Portfolio snapshot
Access account documents
Advisor contact information
User-friendly interface
Biometric activation
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What's New in Raymond James Ltd Canada

2.1.0

May 7, 2026

Improved access to documents and reports: • Download documents directly from My Documents • Managed Account Statements in My Documents renamed to Portfolio Review Reports

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User reviews

Can’t login on iPad

I searched and searched looking for an answer that I thought may be “cookies” related. Many months later I still cannot login on iPad. I contacted them with no response. Works on my desktop computer of which I give 5 stars there.

Poorly designed

2 stars because it works but I won't be using it again. There is no simple view of the entire portfolio, poor navigation (how deep do I have to navigate to view a single investment?), no auth app integration (SMS ain't it, chief). Usability testing was done by the elderly.

Not launched

Site isn’t launched yet. Why have app available?

Developer apps

FAQ

What is Raymond James Ltd Canada?

Raymond James Ltd Canada is a mobile application designed for existing clients to manage their investment accounts. It offers features like account reporting, portfolio snapshots, and access to financial documents.

Is Raymond James Ltd Canada free to use?

Yes, Raymond James Ltd Canada is available for free download and use. There are no in-app purchases or subscription fees associated with accessing its core features.

What security features does Raymond James Ltd Canada offer?

The app is built with enhanced security measures to protect client information. It requires an active profile on the Client Access Site with Two-Factor-Authentication (TFA) enabled and allows for biometric activation.

What devices are supported by Raymond James Ltd Canada?

Raymond James Ltd Canada is available on iPhone and iPad devices. It is designed to provide a seamless experience across these Apple platforms.

How often is Raymond James Ltd Canada updated?

The app was last updated on March 19, 2026, with version 2.0.0. While this indicates a recent update, users can expect regular updates to maintain security and introduce new features.

Can I request forgotten usernames or passwords with Raymond James Ltd Canada?

Yes, the app provides a feature to request forgotten usernames and passwords. This helps users regain access to their accounts if they have misplaced their login credentials.

What is the age rating for Raymond James Ltd Canada?

Raymond James Ltd Canada has an age rating of 4+. This indicates that the content is generally suitable for all ages, with no mature themes or potentially inappropriate material.

Does Raymond James Ltd Canada have ads?

No, Raymond James Ltd Canada does not contain advertisements. As a free application focused on financial management, it provides an ad-free experience for its users.