Client Access

Raymond James’ secure online site, Client Access, provides you with a convenient way to access all your Raymond James accounts, placing your investment information at your fingertips.

Raymond James Client Access enables you to view your holdings, valued at the previous business day’s closing price, detailed at the account level as well as with a consolidated total where you have multiple accounts.

You are also able to view transaction information for the last two years, including any cash transactions such as buys and sells, cash dividends and cash transfers.

Client Access provides you with the most up-to-date information on your Raymond James accounts an easy-to-use format – 24 hours a day, 7 days a week – via any computer, smart phone or tablet.

Client Access is fully responsive on the majority of mobile devices, including smart phones and tablets, easily accessible following the download of the Client Access favicon to your phone’s home screen. Shortcut instructions for mobile device download is included in the fact sheet.

Download the Client Access fact sheet

>> Login to Client Access

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