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How to Start Using Client Access

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage.

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Recent Insights

We believe that part of our responsibility as financial professionals is to educate.

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Customize Your View of Client Access

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it.
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Sharing to TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.
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Help! I Lost my Password

You are not alone! Keeping track of all your passwords is a job in itself.

A collection of timeless wisdom and new tricks. We provide guidance to our clients and offer insight to fellow professionals.

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Customize Your View of Client Access

Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it.
Watch

Sharing to TurboTax

If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.
Watch

Help! I Lost my Password

You are not alone! Keeping track of all your passwords is a job in itself.
Watch

How to Use Secure Message

In today’s era of online communication, making sure we keep your personal information safe has never been more important.
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Your First Zoom Meeting

You might be hundreds or even thousands of miles from us when we need to meet – or you might just be so busy that stopping by our office isn’t an option.
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How to Find your Statements & Fees

Finding the right information is easy when you know where to look. We want to make sure it’s easy for you to locate your Raymond James statements inside the Client Access Portal.
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How to Use e-Signature (DocuSign)

We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are.
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Where are my Tax Documents?

When you’re ready to do your taxes, you want to have all the paperwork you need. Did you know the quickest way to get your tax forms from Raymond James is through the Client Access portal?
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How to Make a Mobile Deposit

Forget the envelopes and stamps – there’s an easier way to make deposits into your investment accounts. Grab your smartphone and watch this video.
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How to Aggregate Accounts

Ready to put your full financial picture together? Client Access can help.
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How to Start Using the Vault

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you.

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How to set up E-Delivery

Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy.
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How to Start Using Client Access

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage.