Client Access provides a robust, user-friendly, and secure online platform for accessing your accounts at any time. Designed with mobile convenience in mind, it allows you to effectively manage your investment portfolio, initiate fund transfers, deposit checks, and access real-time market data. Whether you need a quick overview or a comprehensive analysis, all the necessary information is right at your fingertips.
- View your account balances, including assets and available cash
- Monitor the current value of each of your investments
- Access detailed asset allocation analysis
- Retrieve and store important documents, such as trade confirmations and tax reports
- Safely store financial statements and insurance documents in a secure vault
- Utilize a range of convenient client tools
- Quickly access your financial advisor's contact information
Please note that asset allocation does not provide a guarantee of profit or protection against loss.
Overview
Client Access is a Freeware software in the category Business developed by Raymond James Financial.
The latest version of Client Access is 4.11.0, released on 07/04/2024. It was initially added to our database on 01/13/2024.
Client Access runs on the following operating systems: Android/iOS.
Users of Client Access gave it a rating of 4 out of 5 stars.
Pros
- User-friendly interface that makes it easy for clients to access their accounts and perform transactions.
- Provides a range of features such as viewing account balances, transferring funds, and accessing research reports.
- Offers secure login procedures to protect client information.
- Integration with Raymond James Financial's other services for a seamless user experience.
Cons
- May lack some advanced features compared to other financial software applications.
- Customer support may be limited or not easily accessible in case of technical issues.
- Requires an account with Raymond James Financial to use the application.
Screenshots (Click to view larger)
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