We’re excited to announce that the updated Client Access (formerly Investor Access) is now available. Client Access is your source for simple, secure access to your Raymond James account information – it puts instant insight and control at your fingertips.
As part of our ongoing efforts to improve your online experience, the look, feel and functionality of Investor Access has been updated. The website is now responsive, meaning it will look great and work well on any device, whether that be a PC, Mac, laptop, tablet or mobile device.
Some of the changes you’ll see on the updated site include:
- Increased emphasis on account balances
- New reporting and charting capabilities
- New view and sorting options allowing you to control what you see and how you see it
- Responsive design so it looks great across devices
We hope these changes will help you to more easily view and access the information you want and improve your overall experience with the site.
You can learn more about what’s changed here or click here for an interactive demo.
As you familiarize yourself with the updates, please contact our office with any thoughts or questions. If you have not yet enrolled in Client Access, please contact us for help or use this Quick Reference Guide to enroll yourself.
