Raymond James Account

Log in below to view your Raymond James account, or watch the videos below to learn how to navigate your account.

Setting up Enrollment

Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity.

Customizing the Summary Page

Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more.

Using Enhanced Authentication

The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in.

Making a Mobile Deposit

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet.

Setting up Paperless Delivery

Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment.

Setting up Enhanced Authentication

Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password.

Locating Documents

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab.