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★ (154)NoNoJun 2026
2Raymond James Ltd CanadaRaymond James Ltd CanadaFreeNoNoMay 2026
3Raymond James Client Access UKRaymond James Client Access UKFreeNoNoJun 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)NoNoAug 2026
7M1: Invest & Bank SmarterM1: Invest & Bank SmarterFree4.7★ (74K)YesNoAug 2026
8Bank of the JamesBank of the JamesFree4.8★ (1.2K)YesNoAug 2026

Top Picks for Raymond James Financial

Client Access#1

Client Access by Raymond James Financial, Inc.

Editor's Choice
💰 Finance
4.0😐(154 ratings)
Free
Client Access screenshot 1
Client Access screenshot 2
Client Access screenshot 3
Client Access screenshot 4
Client Access screenshot 5
Client Access screenshot 6

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)

Room to Improve

  • 🐛 Persistent login issues and authentication failures
  • 🐛 App crashes and freezes frequently
  • 📉 Lacks data visualization and charting capabilities

More Raymond James Financial apps to explore

4
Raymond James Meetings
Raymond James Meetings
Raymond James Meetings
by Raymond James Financial, Inc.
Free

Access event agendas, connect with participants, and save important notes from Raymond James events. This official mobile app enhances your event experience by keeping key information and contacts readily available.

View event agendasConnect with attendeesConnect with exhibitors
💼 Business
(20)
free
5
Raymond James Events Canada
Raymond James Events Canada
Raymond James Events Canada
by Raymond James Financial, Inc.
Free
💼 Business
(0)
6
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(64K)
free
7
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
💰 Finance
(74K)
free with in-app purchases
8
Bank of the James
Bank of the James
Bank of the James
by Bank of the James Financial Group Inc
Free

Securely manage your bank accounts from anywhere. Check balances, view transaction history, pay bills, and transfer funds. Locate ATMs and branches easily.

Check account balancesView account historiesPay bills
💰 Finance
(1.2K)
free with in-app purchases
9
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
💰 Finance
(1.5K)
free
10
My Retirement
My Retirement
My Retirement
by Nationwide Mutual Insurance
Free

Access your employer-sponsored retirement plan on the go. View account balances, asset breakdowns, and manage contributions. Plan your retirement readiness with integrated financial planning tools.

Account balance viewingAsset class breakdownsContribution management
💰 Finance
(23K)
free
11
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by Northwestern Mutual
Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

View investment performance and transactionsAccess insurance policy detailsMake premium payments
💰 Finance
(11K)
free
12
Johnson Financial Group
Johnson Financial Group
Johnson Financial Group
by Johnson Bank
Free

Manage your banking needs from anywhere with this app, offering secure access and control over your accounts. It provides tools for easy money transfers, bill payments, check deposits, and financial management for both personal and business clients.

Secure account access and controlMoney transfers between accountsBill payment and person-to-person payments
💰 Finance
(1.6K)
free
13
Volume Booster + Bass Booster
Volume Booster + Bass Booster
Volume Booster + Bass Booster
Music Speaker Amp & Boost DB
Free

Enhance your media's audio with this app, offering significant volume and bass boosts for music, videos, and audio files. It also functions as a versatile media converter, supporting numerous formats and allowing for video enhancements like subtitle embedding.

Boost audio and video volume up to 1000%Deep bass booster up to 200%Convert audio/video to various formats
📊 Productivity
(2.4K)
subscription
14
Raymond James UK 2026 Forum
Raymond James UK 2026 Forum
Raymond James UK 2026 Forum
by Raymond James Investment Services Ltd.
Free
🔍 Reference
(0)
15
MissionSquare Retirement
MissionSquare Retirement
MissionSquare Retirement
by ICMA Retirement Corporation
Free

Manage your retirement accounts and investments on the go. Track your progress towards savings goals, access personalized financial education, and view all your account details in one place.

View account balances and activityManage investments and contribution allocationSet retirement savings goals
💰 Finance
(1.2K)
free
16
Secure Client Access
Secure Client Access
Secure Client Access
Secure Access
Free

Manage your credit journey with tools to track progress and stay connected. Upload documents, monitor your credit score in real-time, and communicate securely with your specialist. Track dispute statuses for detailed insights into your credit report.

Easy document upload and onboardingLive credit score trackingSecure direct messaging with specialists
💰 Finance
(9)
free
17
IRA Financial
IRA Financial
IRA Financial
SDIRA, Solo 401(k), ROBS
Free

Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

Account managementDiverse investment optionsSecure transactions
💰 Finance
(40)
free
18
Aella MFB
Aella MFB
Aella MFB
Seamless Digital Banking
Free

This finance app offers loans, investments, bill payments, and micro-insurance. It simplifies financial access for individuals and businesses, especially in emerging markets, by leveraging technology. Features include address verification through location monitoring for enhanced transaction limits.

LoansInvestmentsBill payments
💰 Finance
(157)
free
19
James Inv
James Inv
James Inv
by James Investment Research Inc.
Free
💰 Finance
(0)
20
SimplePractice Client Portal
SimplePractice Client Portal
SimplePractice Client Portal
Access your care with ease
Free

Manage your healthcare appointments, messages, and payments from one secure app. Connect with your practitioner, complete paperwork digitally, and join virtual appointments with ease.

Passwordless loginSecure messaging with practitionerView upcoming appointments
🏥 Medical
(36K)
free

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 154 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.