Didn’t find the answer to your question here? Contact Client Access support at 877-RJ-ACCESS or ClientAccessSupport@RaymondJames.com
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Raymond James Client Access is an online service that provides you with secure and convenient access to your accounts, statements, trade confirmations, and tax reporting documents. Clients with a Raymond James brokerage account are eligible for this service.
To enroll in Client Access, click the Enroll in Client Access link on the Client Access login screen and complete the enrollment process. The system will guide you through the necessary steps.
No. For your security, the system will not allow your username and password to be the same.
To access your accounts online:
No. Your username cannot be changed; however your financial advisor can request to have you removed from Client Access, and you can re-enroll in Client Access with a different username. Please note that by doing this, all of your account preferences, such as your document delivery preferences, will be lost.
Yes. When you first enroll in Client Access, we identify the accounts and joint accounts you hold. You will have full access to these accounts. Additionally, Client Access looks at the mail packets and relationships linked by your financial advisor.You will have view-only access to these accounts.
Account access is determined based on your ownership of accounts and their statement linking for the creation of mail packets. If there are other accounts you feel you should have access to, please contact your financial advisor or Client Access Support at 877-RJ-ACCESS.
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Client Access provides you with secure and convenient access to access to all your Raymond James accounts.
The easy-to-use format enables you to:
The Activity screen lists transactions in two sections: Pending Activity and Posted Activity.
The Pending activity section lists the transactions that are scheduled to take place in your account or in your combined accounts. Pending activity may include dividend payments, interest payments, Pending check deposits, account transfers and open orders. The Pending activity section provides future anticipated activity up to approximately one month in the future.
The Posted activity section provides the ability to view up to 18 months of account activity. However, certain types of activity are available for a shorter time frame. Each transaction includes a date, a description and an amount. Additional details are provided when applicable.
The Summary screen includes the current market value of your account(s), a cash management section (providing you with quick access to Bill Pay, your Raymond James credit card), shortcuts to frequently used Client Access pages (Quick Links), a summary of your asset allocation, watch list, and your financial advisor’s contact information.
The balances found on the Summary screen are updated on a 15-minute delayed basis. For example, the values shown would not change from the previous day’s numbers until at least 15 minutes after the market has been open and would not reflect the end of the day values until 15 minutes after the market has closed.
You can view market value and cost information for your holdings, current activity, and any anticipated future activity for your accounts on the Portfolio screen.
You can use Intuit’s Quicken® to download and manage your transaction information. To download transactions, go to the Account Services tab, and then click the Quicken® Downloads link in the Download Transactions box.
Bill Pay is a way for you to pay your bills online. It is only available to clients with Capital Access accounts. Please contact your financial advisor for more information.
Are there other delivery options available for how I can receive account documents (such as statements, trade confirmations, and shareholder documents)?
Yes. Please go to the Account Services tab and do one of the following:
Why is the cost basis not showing for some of the positions in my account?
In most cases, the securities were transferred when you opened the account and Raymond James was not provided the original purchase information. Your financial advisor can assist you with adding this information to your holdings in Client Access.
Asset Allocation
The asset allocation analysis presented on your statement and Client Access is intended to assist you in understanding your investments as part of a complete portfolio review with your financial advisor.
You can learn more about the concept of asset allocation and how it applies to your portfolio on raymondjames.com. For packaged investment products, such as mutual funds, annuities and 529s, Raymond James uses data provided by Morningstar (morningstar.com) to “x-ray” and appropriately allocate your holdings. The Morningstar data is used in conjunction with Raymond James’ internal product classifications to show a general overview of your exposure to each asset class. Morningstar information is generally provided as of the latest filings for the products, and Client Access therefore may not show real-time allocations.
The Cash & Cash Alternatives asset class represents cash and money market holdings, as well as cash allocations contained in mutual funds and annuities. The amount of cash embedded in investment products is displayed to clarify what portion of cash is not available for withdrawal or investment. To view cash balances available for withdrawal or investment, see the Cash & Cash Alternatives section of your statement or My Accounts > Summary on Client Access.
Some funds will use derivatives (for example, options, futures or swaps) to gain exposure to an asset class. When this happens, Morningstar’s “x-ray” data will report the holdings as the fund files them, and generally, derivatives will show up as Non-Classified. This may cause the asset allocation analysis information returned from Morningstar to incorrectly represent a portfolio’s actual exposure to an asset class. In order to address this problem, Raymond James may internally override some Morningstar product allocations to better represent the product’s asset allocation. Contact your financial advisor for specific internal classification information.
The Non-Classified asset class represents securities that are currently not classified by Raymond James, are classified as “other” by Morningstar in mutual funds and some annuity sub-accounts that are currently “un-mapped,” and/or do not have Morningstar data available.
Morningstar x-rays the following product types:
Liabilities, such as short positions, short options and margin balances, are not represented in the asset allocation pie chart. Instead, they are shown separately below the total asset value table.
What is online Funds Transfer?
Online Funds Transfer enables you to transfer funds electronically between two eligible Raymond James brokerage accounts; or between a Raymond James brokerage account and an account at another financial institution via Automated Clearing House (ACH).
The following accounts and transfer types are generally eligible for online Funds Transfer:
To transfer funds using one of these account types, please contact client services or your financial advisor.
For eligible accounts, Funds Transfer is usually available for accounts that meet the following criteria:
For questions about a specific account and its online Funds Transfer eligibility, please contact your financial advisor or Client Access Support at 877-752-2237 or clientaccesssupport@raymondjames.com.
Submit an ACH form and voided check for each account you would like to set up. Contact Client Access Support or your financial advisor to request an ACH form; it is also available in Client Access on the Funds Transfer tab.
Your ACH profile is already on file and you can start using Client Access Funds Transfer immediately. Log on to Client Access and click the Funds Transfer tab to get started.
Once your form and voided check are received, it generally takes five business days; however, check Client Access since it may be ready sooner.
A transfer from a Raymond James account typically takes one to two business days to process funds, depending on when you submitted the transfer. See the other financial institution’s transfer policy for its processing time. If you need a same-day transfer of funds to or from another financial institution, contact Client Access Support or your financial advisor or Raymond James to request a wire transfer.
Go to the Funds Transfer tab, and then click the Manage Accounts tab.
For transfers to or from non-Raymond James accounts to be processed the next business day, the cutoff time is 4 p.m. ET.
For transfers between Raymond James accounts to be effective same day, the cutoff time is 7:30 p.m. ET.
Raymond James does not process transfer requests on weekends and federal and bank holidays.
Go to the Funds Transfer tab, and then click the Pending Transfers tab. If the transfer is still within the time-frame to be canceled or changed, Edit and Cancel links are available.
Standing withholding elections are federal and state income tax withholding elections established for an IRA that are carried over and applied to all future distributions from that IRA unless or until they are changed or revoked. IRS regulations require a signature in order for a financial institution to disburse funds. See the Client Access Help or contact Client Access Support or your financial advisor for additional information about standing withholding elections.
To ensure your contribution is processed on time, submit it at least one week in advance of the tax year’s deadline.
Normal, beneficiary, and premature.
To ensure your distribution is applied to the current tax year, submit the distribution with a transfer date in the current year, on or before the last business day of the year.
For transfers to non-Raymond James accounts to be processed the next business day, the cutoff time is 4 p.m. ET.
For transfers between Raymond James accounts to be effective same day, the cutoff time is 7:30 p.m. ET.
Individual IRA and Roth IRA.
Any client with a Raymond James brokerage account is eligible to view their account online. Also, clients can request that other individuals, such as a CPA or a family member, have view-only access to their online account information. If this is something you are interested in doing, contact your financial advisor.
No, there is no fee. This is a free service for Raymond James’ clients.
Not at this time.
No. Client Access only displays unrealized gains relative to current holdings.
Client Access does not provide a graphical display of portfolio performance. Please contact your financial advisor for reports and performance information.
You can view balances and other select data points for loan and deposit bank accounts; however, to see activity please use Raymond James Bank’s Internet Banking website.
No. The system does not include historic quotes. There are many sites on the Internet that offer historic quotes.
Not at this time.
No, the Market Information page does not provide quotes for unlisted stocks or bonds. Contact your financial advisor for assistance.
While most mutual funds are priced daily, there are some mutual funds that are priced weekly and some that are priced monthly.
The closing prices are received from the mutual funds, generally around 7 p.m. ET.
The asterisk indicates a short or borrowed position in the security.
Not at this time.
No. After-hours and before-hours trading is not reflected in your positions.
No. Refer to your annual tax documents or your tax advisor.
See the Market Commentary and Research – Rates page on the Raymond James public website.
Yes. Client Access uses several different measures to protect your information.
For additional protection, your session will end automatically after 20 minutes of inactivity.
Learn more about how you can help keep your information secure by reviewing Raymond James’ privacy and security information.
If you do not know your password, click the Need Help Logging In link on the Client Access welcome screen. By correctly answering a series of personal security questions to validate your identity, you will be directed to a page where you can reset your password.
If you forget your username, click the Forgot username link on the Client Access login page, and submit the Recover username request form. If you need additional assistance, contact Client Access support at 877-RJ-ACCESS.
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No. For security reasons the system will not allow your login and password to be the same.
You can change your password on the Change Your Password screen in Client Access. To get to the Change Your Password screen, click the Account Services tab, and then select the Change Your Password link in the My Profile box.
All of your Raymond James brokerage accounts can be accessed online. Accounts that are linked together for mailing purposes are viewable within the same username and password and provide you with a combined total for your holdings. If you have established a business account under a separate taxpayer identification number (TIN), the account will have a username that is different from your personal account username.
Some trust and business accounts require a separate login that must be set up by your financial advisor.
Account names are a way to personalize your accounts, and once assigned, are used to identify your accounts throughout Client Access. You can change account names at any time on the Change Account Names screen in Client Access. These account names are for use within Client Access and do not affect account titles that your advisor may have assigned for your statements. To change your account names, click the Account Services tab, and then click the Change Account Names link in the My Profile box.
The scheduled downtime for Client Access is between 6 p.m. on Saturdays and 12 p.m. on Sundays. You may find the system working during these hours, but this block of time is set aside to perform maintenance on the underlying systems.
Yes, as long as you are using a supported Internet browser such as Safari, Chrome, or Firefox.
When I use my iPad(tablet) to view statements and other documents in Client Access, the document doesn’t open or doesn’t show correctly. Is there something I can do to fix this?
Yes. Installing Adobe Reader on your iPad (tablet) usually resolves any viewing issues with documents. To install a free copy of Adobe Reader, go to the Adobe website.
No. A potential workaround is to increase or decrease your view by doing the following
Cache, or what Microsoft Internet Explorer calls “Temporary Internet Files,” is information that is automatically saved to your computer when you browse the Internet. These files are typically web pages (.htm or .html) or graphics (.gif or .jpg). They are stored to speed up downloads of previously viewed pages.
To delete cache, do one of the following:
After I click the Login button, the screen refreshes and the login screen reappears. Why can’t I access my accounts?
You may not have cookies enabled on your web browser. See the Your Browser Does Not Accept Cookies page for instructions on how to enable cookies. If this still does not resolve this issue, contact Client Access support at 877-RJ-ACCESS.
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| Error Message | Description |
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The system is temporarily unavailable. We apologize for the inconvenience. Please try back later. |
The system is down due to regular maintenance or other problems. |
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“HTTP error 404” and “This page cannot be displayed.” |
There are two instances in which you may get this message.
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For your security, you have been logged off of Client Access due to a period of inactivity. Please re-enter your login information. |
When you log in to your accounts, you establish a “session” with our server. This message means that this session is no longer available. There are a couple reasons this may happen.
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The information you provided does not match our records. |
You are using either an incorrect username, answer to your secret question, or password. Verify the data you entered is correct, or contact Client Access support at 877-RJ-ACCESS. Hours For technical support:
For client service, comments and suggestions:
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If you have comments or suggestions, Contact Client Access Support at 877-RJ-ACCESS or ClientAccessSupport@RaymondJames.com
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For client service, comments and suggestions:
