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Raymond James | Client Access
Client Access. Discover the ease and convenience of having online access to your Raymond James accounts. Contact Us / FAQ. Privacy / Security Client Resources. Commission Management. eFolio®. The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting ...
clientaccess.rjf.com
Client Access provides secure, easy-to-use access to your account and all documentation related to it – from virtually anywhere. You can log in from this website or through your advisor’s website using the same credentials you used for Client Access. You also can download the Client Access app to your iOS or Android mobile device.
Client Access is a secure online portal where clients can view their statements and updated portfolio details; manage their account preferences, such as document delivery method; and gain access to market information, and insightful Canadian and US research.
Welcome to the Client Access interactive demo, where you can learn how to view and manage your accounts, review the individual holdings in your portfolio, see how your balances have changed over time, and find other information designed to help you achieve your financial goals.
Investor Access is now Client Access. See what’s changing, here. View a printable PDF for help with the enrollment process. You will need your brokerage account number (shown on your statement) to enroll. Take an online tour of Client Access.
Welcome. Forgot User ID or Password? Disclosure Link Website is best viewed in Edge or Chrome. For assistance, contact us toll free at 800.677.7227.
Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform.
