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Client Access 2.9.3
Raymond James
With the Client Access app, you’ll have easy, secure access toyourRaymond James brokerage account. The most-common features youenjoyon the desktop version of Client Access have now beenoptimized foryour mobile device, so you can tap into your financialinformationwherever and whenever you need it. The free app lets yousecurelymanage your investment portfolio and accessup-to-the-minute marketinformation. Features To use Raymond JamesClient Access, you mustfirst be enrolled through the desktopversion of the site. The appallows you to view a quick accountsummary and market snapshot ofyour holdings. Details you’d find inClient Access are nowavailable on your mobile device, including: •The account summaryoffers an at-a-glance look at accountinformation, balances and adirect link to your full portfolio. Youcan also see details suchas change since last statement, your priorstatement, and currentand year-end balances. • On the portfolioscreen, you can view abreakdown of your holdings with links toadditional marketinformation. You can also view daily pricechanges, quantity held,delayed prices, estimated annual income andyields, as well asamount invested. • The market snapshot screenoffers a quick viewof a security’s performance and price and volumehistory. • In-appability to contact your financial advisor. Youradvisor’s contactinformation is easily accessible, so you can reachout quickly withany questions you may have. Protecting yourfinancial informationis a top priority for Raymond James. That’swhy our mobile app wasdesigned to keep this critical data safe.Raymond James ClientAccess requires a unique username and passwordto access yourpersonal information. We also use encryptiontechnology to transmityour information to our networks andsafeguard your data fromunauthorized access.