Client Access
2.5star
312 reviews
50K+
Downloads
Everyone
info
About this app
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. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
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Ratings and reviews
2.4
295 reviews
Sherry Acque
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February 8, 2022
Frustrating app!!! Regardless of how many times of trying to set up the fingerprint scan option, it doesn't work and I get and error it isn't working. In addition, the app refuses to remember my username on the login page. So damn frustrating to have to reenter this info over and over again, and to have features shown that clearly do not work.
39 people found this review helpful
Raymond James
October 25, 2023
Thank you for sharing your feedback. We apologize for any inconvenience you may have experienced. We have released an updated version of our app and would appreciate it if you could try installing it and let us know if you have any further feedback.
c menezes
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April 9, 2022
Does not seem like there is any work being done on this app. They have published a new version recently but only state "bugfixes and other updates" without listing details. The fingerprint bug is the most common complaint here, but still hasn't been addressed even though it has been a problem for a while. You can at least show us that this app is still being developed by listing what you have fixed or improved. I don't use the app much anymore inconvenience of having to hit a password mgr.
21 people found this review helpful
Raymond James
October 25, 2023
Thank you for leaving your review. We apologize for the inconvenience you experienced with our app. We have recently released an updated version and would appreciate if you could install it and provide us with any further feedback.
Nakul Parimoo
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March 12, 2022
As many have complained. Fingerprint(biometric) no longer works. Does not remember username. Data is not real time or uptodate. No slowing or speed issues at this time. I have not had any font issues as others. As some have suggested bookmark the web page on a secure browser and login using that till developer fixes above issues. Please pay attention people are trying to tell you something when your app has a 2.3/5 rating.
6 people found this review helpful
Raymond James
March 6, 2024
We apologize for the inconvenience you are experiencing with the app. We are aware of the issues with fingerprint login and data updating. Our team has resolved this issue. Please ensure you have the latest version. Thank you.
What's new
* View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
* Add/remove items to your Watch List, accessible via Market Research in the More menu
* Bug fixes and performance enhancements
* Add/remove items to your Watch List, accessible via Market Research in the More menu
* Bug fixes and performance enhancements