Best Raymond James Financial Apps

250+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated August 2026

Every iPhone needs a few good raymond james financial apps. We benchmark 250+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Raymond James Financial Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Client AccessClient AccessFree4.0★ (155)NoNoSep 2026
2Raymond James Ltd CanadaRaymond James Ltd CanadaFreeNoNoMay 2026
3Raymond James Client Access UKRaymond James Client Access UKFreeNoNoAug 2026
4Raymond James MeetingsRaymond James MeetingsFree3.6★ (20)NoNoJul 2026
5Raymond James Events CanadaRaymond James Events CanadaFreeYesNoMay 2026
6UBS Wealth ManagementUBS Wealth ManagementFree4.8★ (64K)NoNoSep 2026
7M1: Invest & Bank SmarterM1: Invest & Bank SmarterFree4.7★ (75K)YesNoSep 2026
8Bank of the JamesBank of the JamesFree4.8★ (1.2K)YesNoSep 2026

Top Picks for Raymond James Financial

Client Access#1

Client Access by Raymond James Financial

Editor's Choice
💰 Finance
4.0😐(155 ratings)
Free
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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.

What We Love

  • 👍 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

Room to Improve

  • 🐛 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

More Raymond James Financial apps to explore

FAQ about Raymond James Financial

What are the best raymond james financial apps for iPhone?
Client Access tops our raymond james financial apps ranking as of August 2026, with a 4.0-star average from 155 App Store ratings, and it's free to download.
Yes — 20 of the top raymond james financial apps we rank are free to download, including Client Access and Raymond James Ltd Canada.
Client Access has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 250+ raymond james financial apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
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.
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.