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About: Client Access gives you a powerful, convenient and secure way to view your
accounts online anytime. It is optimized for your mobile device, so you can
securely manage your investment portfolio, transfer funds, deposit checks, and
access up-to-the-minute market information.


 
  2026-04-09

Client Access Customer Service 💢

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NOTE: If the links below doesn't work for you, Please go directly to the Homepage of Raymond James Financial



Verified email ✔✔

E-Mail: [email protected]

Website: 🌍 Visit Client Access Website

Privacy Policy: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

Developer: Raymond James





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3 Most reported problems 😔💔

4.0 out of 5

New mobile app

2025-03-15

by Disappointed %$@%

A comment on the new app - i have submitted several request for issues with the new app as well as contacting RJ directly . To be clear, I have total confidence in my Advisor and am totally satisfied with services from RJ that go thru my advisor. It is with that great dissatisfaction that i find the IT dept & app support are so disconnected from that level of service. I hope that things change dramatically with this tower of support as it does not reflect well . For example, I have asked for years that any page with headers have the headers frozen so when You scroll down thru the page , the headers are maintained. When i logged into new new app , portfolio positions, all the various columns and headers are gone. Also when i call the RJ Client access to report an issue, I am not given a ‘problem’ ticket # for follow-up with the webpage or app support team. I am told this will be forwarded with no follow-up contact information.

Bring back the old version

2025-03-16

by MGTCHEV

I knew an updated version of this app was coming and thought it was going to be a nice improvement. Unfortunately the new app has an extra large font and makes it impossible to look at your account and navigate through the features. I am using an iphone 13 pro max so it's not my phone or settings. I'm sure this won't be the only complaint when current users start to use the new app. Please get this fixed or update us on how to change the view within the app.

It has taken away important information about client portfolios

2025-03-17

by Cookiecjc

The new app does not provide information that the previous app did. I use it myself along with my clients and I’ve had several calls already about the lack of information. The most important thing is, they can no longer see their total portfolio income only the income on individual securities. Like myself, my clients have several accounts that they look at on a regular basis through this app. I certainly hope that they will change this soon




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