Client Access vs Chevy Chase Trust WealthAccess
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Client Access
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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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.
Chevy Chase Trust WealthAccess
Access your financial accounts, view real-time portfolio holdings, and check account activity from anywhere. This app allows you to view statements and easily contact your advisor on the go.
- View all accounts
- Real-time portfolio holdings
- Account activity tracking
- Access statements
- Contact advisor
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Chevy Chase Trust’s WealthAccess application provides a comprehensive and simple way for you to view all of your accounts, activity and current portfolio holdings in real time—accessible from anywhere. You can also view statements and contact your advisor-- on the go. This application is part of our ongoing effort to provide world class service and accessibility to you.
Screenshots
Verdict
The clearest difference is rating: Client Access at 4.0 against Chevy Chase Trust WealthAccess's 2.5. Client Access also leads on update cadence (every 5 weeks vs every 46 months) and review sentiment (28% vs 0%). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Client Access holds the better App Store score, 4.0 against 2.5. That said, the two scores are not equally well evidenced: Client Access has 155 ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 28% of Client Access's written reviews are positive against 0% of Chevy Chase Trust WealthAccess's.
Client Access ships an update every 5 weeks, Chevy Chase Trust WealthAccess every 46 months. The most recent releases landed on October 9, 2026 and October 5, 2026 respectively.
| Parameter | Client Access | Chevy Chase Trust WealthAccess |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (155 ratings) — better | 2.5 (2 ratings) |
| Positive reviews | 28.0% of reviews — better | 0.0% of reviews |
| Number of ratings | 155 — better | 2 |
| Update frequency | Every 5 weeks — better | Every 46 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.0 | 14.0 — better |
| Further details — not scored | ||
| Size | 74 MB | 1 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | Chevy Chase Trust |
Customer experience
Client Access
Chevy Chase Trust WealthAccess
Bugs and requests
Client Access
Reported bugs
15 issues- 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
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- 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
Requested features
16 requests- 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
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- 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
Chevy Chase Trust WealthAccess
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Client Access
No in-app purchases
Chevy Chase Trust WealthAccess
No in-app purchases
Questions
Is Client Access free?
Is Chevy Chase Trust WealthAccess free?
Which has better reviews, Client Access or Chevy Chase Trust WealthAccess?
Do Client Access or Chevy Chase Trust WealthAccess have ads?
Which is updated more often, Client Access or Chevy Chase Trust WealthAccess?
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