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View cost basis information, recent transactions by account and upcoming activity, such as dividend payments.

View your portfolio, which is continuously updated throughout the day.

What are the primary features of Client Access?Ĭlient Access provides you with secure and convenient access to access to all your Raymond James accounts.

Why is the cost basis not showing for some of the positions in my account?.

Are there other delivery options available for how I can receive account documents (such as statements, trade confirmations, and shareholder documents)?.

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Can I use financial software to download transactions from Client Access?.What information can I find on the Portfolio screen?.

How often are the balances on the Summary screen updated?.What information can I find on the Summary screen?.What information can I find on the Activity screen?.What are the primary features of Client Access?.Or Client Access Support at 877-RJ-ACCESS (87). If there are other accounts you feel you should have access to, please contact your financial advisor How do I add or delete accounts associated with my username?Īccount access is determined based on your ownership of accounts and their statement linking for the creation of Linked by your financial advisor.You will have view-only access to these accounts. Additionally, Client Access looks at the mail packets and relationships When you first enroll in Client Access, we identify the accounts and joint accounts you hold. Please note that byĭoing this, all of your account preferences, such as your document delivery preferences, will be lost.Ĭan I have an account under more than one username? Your username cannot be changed however your financial advisor can request to have you removed fromĬlient Access, and you can re-enroll in Client Access with a different username. Type your password, and then click the Submit button.Type your security question answer and click the Submit button.Type your username in the username field on the Client Access Welcome screen and click the Login button.

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For your security, the system will not allow your username and password to be the same. The system will guide you through the necessary steps.Ĭan my username and password be the same? Screen and complete the enrollment process. To enroll in Client Access, click the Enroll in Client Access link on the Client Access login

How do I add or delete accounts associated with my username?.

Can I have an account under more than one username?.

Can my username and password be the same?.

Comments and Suggestions: Do you have suggestions or feedback about Client Access?.

Technical Problems: Are you experiencing problems accessing to your accounts?.

Privacy and Security: Have you forgotten your password?.

General Questions: What do I need to do to start viewing my accounts in Client Access?.

Online Funds Transfer: What is online Funds Transfer?.

Asset Allocation: How is my asset allocation determined?.

Features of Client Access: What can I do in Client Access?.

Enrollment and Usernames: How do I enroll in Client Access?.

Clients with a Raymond James brokerage account are eligible for this service. Trade confirmations, and tax reporting documents. Raymond James Client Access is an online service that provides you with secure and convenient access to your accounts, statements, For client service, comments and suggestions: