The best way to ensure a smooth ride is with the right tools.
Giving you the expertise and support to keep your financial success moving forward also means giving you the resources to move smoothly.
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Your First Zoom Meeting
You might be hundreds or even thousands of miles from us when we need to meet – or you might just be so busy that stopping by our office isn’t an option. Either way, we can have a meeting with Zoom that still gets us face to face, despite the miles. If you haven’t used Zoom before, it’s an easy platform. This video shows you everything you need to know to get started. We’re looking forward to “seeing” you in your next virtual meeting!
Take a Peek Inside Client Access
Tech tools can sometimes feel a little overwhelming. There’s a portal or an app for just about everything these days. So, why take the time to get to know Client Access? There’s a lot more than your portfolio value waiting for you once you log in. Check out all you can do and find inside Raymond James Client Access.
How to Start Using Client Access
We have a great tool for you to access your account information. The Client Access portal link is right on our homepage. When you click it, you’ll be able to set up a username and password and then you’re in. Want a little guidance getting started? Watch this 1-minute video and see exactly how to get access to all the details of your account and online tools that can help bring your financial plan into focus.
Customize Your View of Client Access
Client Access puts all your account info at your fingertips and with three easy steps you can organize your view just the way you want it. Learn how to rearrange the order you see your accounts and rename them, too. Create a watch list of equities and mutual funds you want to follow. And learn how to create customized reports – all within Client Access.
Help! I Lost my Password
You are not alone! Keeping track of all your passwords is a job in itself. This video walks you through the steps to take if you forget or lose your credentials to get into your Client Access account. In one minute, you can learn all you need to do to recover access to your account by choosing a new password. In just moments, you’ll be logging back into Client Access and you will have all the financial tools inside at your fingertips.
Two Factor Authentication
Your security is a top priority for us. That’s why you can expect an extra layer of security on your Client Access account. It’s called Two Factor Authentication – or 2FA for short – and it helps us verify that it’s really you logging in to your account. Watch this video so you’ll know exactly what to expect.
eSignature (DocuSign) Instructions
We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are. Watch how it works and then get your mobile phone ready. You’ll need it for the first security step of the process when we send you a code to confirm your identity. Watch each step in the process and you’ll be ready to sign.
How to Find your Statements & Fees
Finding the right information is easy when you know where to look. We want to make sure it’s easy for you to locate your Raymond James statements inside the Client Access Portal. Follow these directions and with a few quick clicks, you’ll have a list of statements in front of you. Once you’re there, finding the fees associated with your accounts is just a matter of scrolling. Watch this 1-minute video and you’ll know just where to go.
How to set up eDelivery
Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy. Just watch this video to see where to go in Client Access to change the way we send you notifications and documents. You can go all digital or choose certain things to get via email and others through the mail. Warning: Your postal carrier will love you.
How to Aggregate Accounts
Ready to put your full financial picture together? Client Access can help. Once you log on, we’ll show you how to find the place to link your outside accounts to your Raymond James account. When you do it, you’ll get a snapshot of all your finances, not just the accounts we’re helping you manage. Before you log in, watch this quick video and you’ll be ready to start linking.
How to use The Vault
Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you. And you can use it to send us important documents too. In this video, we’ll walk you through finding the Vault inside Client Access and show you exactly how to use it. Ready to get started?
How to use Secure Message
In today’s era of online communication, making sure we keep your personal information safe has never been more important. And thanks to cybercrime, sending that personal information through a traditional email could compromise your security. That’s why you may receive a “Secure Message” from our office. Instead of seeing a message from us when you open the email, you’ll get a link to a Raymond James page. There you enter your login information and can view the message and reply. Here’s a preview of what to expect:
Where are my Tax Documents?
When you’re ready to do your taxes, you want to have all the paperwork you need. Did you know the quickest way to get your tax forms from Raymond James is through the Client Access portal? Watch where to go to find your 1099 or 5498. In a few clicks, you’ll have them in front of you and be ready to start preparing your annual tax return. You’ll also get the forms in the mail (unless you’ve selected e-Delivery for tax forms), but online access is the fastest way for you to get them.
Sharing to TurboTax
If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information. In this video, you can walk through the steps of linking your Raymond James tax documents to your TurboTax account. Once you learn how to link Client Access to TurboTax, you’ll wonder why you never did it before!
Mobile Check Deposit
Forget the envelopes and stamps – there’s an easier way to make deposits into your investment accounts. Grab your smartphone and watch this video. We’ll show you how to download the Raymond James Client Access app, log in, and get started making your deposits faster and easier. If you’ve never made a mobile deposit, don’t worry. This video will walk you through each step of the process.
Funds Transfer (for Desktop)
Moving money from one account to another has never been easier. It starts with your Client Access login. This video helps you navigate to the “Funds Transfer” section of the website, then you’ll learn how to make your account selections and complete the transfer. You’ll be a transferring expert in just over one minute.
Funds Transfer on the App
You can do a lot with your phone these days – including moving funds from one account to another. Want to use the Raymond James Client Access app to make transfers a snap? In this video you can follow the steps and you’ll see how easy it is to transfer money to your investment accounts.
How to use Goal Plan
Wondering about the “what ifs” of your financial life that are out of your control? There’s a tool inside of Client Access called the Goal Plan that lets you play with variables and it calculates a predicted outcome. You can pick from scenarios like “Social Security Cuts” or “Health Care/LTC” and see how changing them can impact your retirement projections. Watch the dial in the Confidence Zone move as you tinker with the variables. It’s like a barometer for your financial plan and it’s easy to use. Watch this video to find out how.
Supporting Causes you Love with Donor Advised Funds
Don’t scramble to write checks to charity just before the tax deadline. Learn more about how you can set up a Donor Advised Fund (DAF) through Raymond James Charitable. Setting up a DAF is an easy and tax-efficient way to make a difference to the causes that are close to your heart.
Financial literacy can be empowering. Click here for a list of financial calculators to help you better forecast and assess your future financial decisions, and discover topics to discuss with your wealth advisor. Financial calculators explore topics such as budgeting and goals, credit and debt management, education savings, retirement, taxes, and so much more.
*Hypothetical examples are used for illustrative purposes only. Actual results will vary. The information in these calculators is not intended as tax, legal, or investment advice, and it may not be relied on for the purpose of avoiding any potential tax penalties. You are encouraged to seek tax, legal or investment advice from the appropriate professionals. Raymond James does not provide tax or legal advice. The information is derived from sources believed to be reliable, but we do not guarantee that it is accurate or complete. This information is not a complete summary or statement of all available data necessary for making a decision and does not constitute a recommendation. Neither the information presented nor any opinions expressed constitutes a solicitation for the purchase or sale of any security.
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Riskalyze is an independent third party service provider and is not affiliated with Raymond James.
The projections generated by HiddenLevers regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Assumptions on rates of return and standard deviation used in this analysis are based on historical return data for each security and asset class. Past performance is no guarantee of future results. The projections generated by HiddenLevers regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Assumptions on rates of return and standard deviation used in this analysis are based on historical return data for each security and asset class. Past performance is no guarantee of future results. Results may vary with each use and over time. Raymond James is not affiliated with HiddenLevers.