Client Access

Downloads
Revenue

Description

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash 
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents 
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
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Screenshots

Client Access FAQ

  • Is Client Access free?

    Yes, Client Access is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Client Access legit?

    🤔 The Client Access app's quality is mixed. Some users are satisfied, while others report issues. Consider reading individual reviews for more context.

    Thanks for the vote

  • How much does Client Access cost?

    Client Access is free.

  • What is Client Access revenue?

    To get estimated revenue of Client Access app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

1 out of 5

1 ratings in United Kingdom

5 star
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1
Ratings History

Client Access Reviews

App doesn’t work

Totally dissatisfied user on

United Kingdom

Enter user credentials and the login button doesn’t even work.

Simple and easy

maverick-lamont on

United Kingdom

With the ease of access with Face ID and the simple interface it is great!

Works fine

sidesey on

United Kingdom

Seems to work fine. Managed to login and do what wanted. Quick and easy. Was worried after reading other review but unlike other apps tried flawless on first day of use. Could do with being able to do more but it working well at what it does which is the main thing.

Rubbish

Apwnew on

United Kingdom

It just doesn’t work. Impossible to log in whereas the two factor log in works online.

Recent update??

Superstarzzzzzz on

United States

Since the recent update (4 days ago 5/11/24)app won’t open …circle of death!!! Please fix!!

No portfolio tracking

Bob1374 on

United States

There seems to be no way to track daily performance over time. There needs to be a graph showing day by day performance. If you want to look back at yesterday’s account performance there is no way to see it once you get past midnight. This is basic stuff and a significant pain point.

So easy and simple

Tannertrades on

United States

Love the interface and the experience. Don’t know why everyone doesn’t use an FA from Raymond James. It’s convenient banking software plus the eyes of a professional on all my accounts.

App malfunctioning at Login for the last month

AstroPiper on

United States

I have enjoyed using this iOS app for years but something has gone seriously wrong with it the last month. Despite using the exact same username and password that logs me in on the web, it continues to tell me my credentials are invalid, at first just with Face ID sign in, now also when manually inputting my login. A further frustration is that my New Retirement website can no longer connect to Raymond James as well, again using my valid login info. Something is amiss and needs to be fixed.

Does not come up when searching for Raymond James or RJ

Noahbc on

United States

It feels like it should be table stakes that you can search for a banking app based on the bank name MLS, but this app is simply called Client Access. Try searching for Raymond James or RJ on your phone and nothing will come up. This feels like a pretty basic mistake and something that should be easily and quickly fixed. Responding to the developer, I’m talking about searching for the app on my phone, not in the App Store. Thank you for the clarification! It seems to me maybe the app should be called RJ Client Access then?

Update problem

Flept on

United States

The app freezes when I check my pending activity. Please correct this. Edit: the issue has been corrected, thanks.

Store Rankings

Ranking History
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Category Rankings
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Keywords

Client Access Competitors

Name
HealthEquity Mobile
Connecting Health and Wealth
UBS Financial Services
Frontline Insurance
Frontline Insurance
READYSAVE 529
Via Benefits Accounts
By Willis Towers Watson
FactSet 3.0
Financial Data and News
American Funds PlanPremier401k
Manage your 401k
Morgan Stanley Wealth Mgmt
Transamerica Retirement App
HSA Bank
Health Savings Account

Client Access Installs

Last 30 days

Client Access Revenue

Last 30 days

Client Access Revenue and Downloads

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