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Best Raymond James Investment Services Apps

250+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated August 2026

Every iPhone needs a few good raymond james investment services 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 Investment Services Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Client AccessClient AccessFree4.0★ (154)NoNoJun 2026
2Raymond James Ltd CanadaRaymond James Ltd CanadaFree—NoNoMay 2026
3Raymond James Client Access UKRaymond James Client Access UKFree—NoNoAug 2026
4M1: Invest & Bank SmarterM1: Invest & Bank SmarterFree4.7★ (74K)YesNoSep 2026
5Raymond James UK 2026 ForumRaymond James UK 2026 ForumFree—NoNoJun 2026
6James InvJames InvFree—NoNoJul 2026
7Finbiz ServicesFinbiz ServicesFree—NoNoMay 2026
8Matthew James Tax WealthMatthew James Tax WealthFree—NoNoMay 2026

Top Picks for Raymond James Investment Services

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 Investment Services apps to explore

4
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
5
Raymond James UK 2026 Forum
Raymond James UK 2026 Forum
Raymond James UK 2026 Forum
by Raymond James Investment Services Ltd.
Free
🔍 Reference
(0)
6
James Inv
James Inv
James Inv
by James Investment Research Inc.
Free
💰 Finance
(0)
7
Finbiz Services
Finbiz Services
Finbiz Services
by FINBIZ SERVICES
Free
💰 Finance
(0)
8
Matthew James Tax Wealth
Matthew James Tax Wealth
Matthew James Tax Wealth
by Matthew James Tax & Wealth Management L.L.C.
Free
💰 Finance
(0)
9
CNJ Financial Services
CNJ Financial Services
CNJ Financial Services
by CNJ FINANCIAL SERVICES PRIVATE LTD
Free
💼 Business
(0)
10
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(21K)
free with in-app purchases
11
Raymond James Events Canada
Raymond James Events Canada
Raymond James Events Canada
by Raymond James Financial, Inc.
Free
💼 Business
(0)
12
Zvest Financial Services
Zvest Financial Services
Zvest Financial Services
by ZVEST FINANCIAL SERVICES LLP
Free
💰 Finance
(0)
13
Investment Centre
Investment Centre
Investment Centre
by MONEY & SECURITY
Free
💰 Finance
(0)
14
AMI Investment Management Inc
AMI Investment Management Inc
AMI Investment Management Inc
by AMI Investment Management, Inc.
Free
💰 Finance
(0)
15
Investment Centre
Investment Centre
Investment Centre
by MONEY & SECURITY
Free
💰 Finance
(0)
16
Covington Investment
Covington Investment
Covington Investment
by Covington Investment Advisors, Inc.
Free
💰 Finance
(0)
17
Parkworth Financial Services
Parkworth Financial Services
Parkworth Financial Services
by Parkworth Financial Services Private Limited
Free
💰 Finance
(0)
18
Sanchay Financial Services
Sanchay Financial Services
Sanchay Financial Services
by SANCHAY FINANCIAL SERVICES
Free
💰 Finance
(0)
19
BISWAS FINANCIAL SERVICES
BISWAS FINANCIAL SERVICES
BISWAS FINANCIAL SERVICES
by BISWAS FINANCIAL SERVICES
Free
💼 Business
(0)
20
Aristobizz Financial Services
Aristobizz Financial Services
Aristobizz Financial Services
by Aristobizz Financial Services Private Limited
Free
💰 Finance
(0)

FAQ about Raymond James Investment Services

What are the best raymond james investment services apps for iPhone?
Client Access tops our raymond james investment services 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 investment services 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 investment services 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.