High-tech tools that deepen personal connections.
The advisor-client relationship reaches far beyond the span of a desk and the doors of an office. You meet clients where they are, which is why we develop technology that acts in kind, connecting clients to key information, to powerful tools and to you from virtually anywhere.
Our user-friendly apps and mobile-optimized sites help clients take advantage of complimentary, secure access to their Raymond James accounts on demand.
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Client Access is your clients’ financial hub, allowing them to plan and monitor goals, pay bills, transfer funds, take shareholder actions and more. Plus, they can organize and share key documents by uploading them to Vault, our secure online file management platform that supports real-time collaboration between advisors and clients.
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When we help you connect with clients, we also take care to protect your clients. Our client technologies are supported by the same security infrastructure that keeps advisors safe. In addition to 24/7/365 cyberthreat monitoring, network encryption and regular risk assessments, clients can opt into two-factor authentication in Client Access.
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The Client Access mobile app puts the most popular features from the desktop site in the palm of clients’ hands, allowing them to take advantage of secure access to their Raymond James accounts whenever and wherever they want. It’s secure, convenient and designed with clients in mind.