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Raymond James Client Access is an online portal that allows clients to manage their accounts and view important financial documents.
Discover the ease and convenience of having online access to your Raymond James accounts. The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.
clientaccess.rjf.com
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.
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.
Client Access provides you with the most up-to-date information on your Raymond James accounts an easy-to-use format – 24 hours a day, 7 days a week – via any computer, smart phone or tablet.
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.
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.
Client Access is your source for simple, secure access to your Raymond James account information on your computer or mobile device – it puts instant insight and control at your fingertips. To set up your free account, follow these simple steps.
Client Access is your source for simple, secure access to your Raymond James account information on your computer or mobile device – it puts instant insight and control at your fingertips. To set up your free account, follow these simple steps.