Getting the most of your Client Access account.

Client Access Instructional Videos

Client Access provides the 24/7 convenience of having online access to your Raymond James accounts. The following videos demonstrate new ways to connect to your Client Access account. Discover how to change your account preferences and share documents with this easy-to-use platform.

Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity.

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet.

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab.

Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment.

See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts.

Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access.