Client Access 4.11.0

Raymond James Financial – Freeware – Android iOS
out of 104 votes

Streamlined Financial Management with Client Access

Boris Weber

03/29/2025

Client Access by Raymond James Financial offers a user-friendly platform for clients to manage their investments and access financial resources seamlessly.

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.

Boris Weber

I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.

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