Client Access

Name: Client Access
Rating: 4 (154 reviews)
Author: Raymond James Financial

By: Raymond James Financial App

Finance

Overview

Version:

4.19.9

Last updated: 2026-06-26

Features & Capabilities

Client Access provides a secure, mobile-optimized portal to view your accounts and monitor investments anytime. Quickly see balances, current values, asset allocation, and access market information.

It also offers a secure vault for financial statements and documents, access to trade confirmations and tax reports, and handy client tools. You can store statements, contact your financial advisor, transfer funds, and deposit checks—all in one place. Asset allocation does not guarantee a profit nor protect against loss.

User Growth & Download Statistics

App Investing Privacy & Security Payments

By:

Raymond James Financial

Rating:

4.00

(154)

Version:

4.19.9 Last updated: 2026-06-26

Version code:

887114064

Creation date:

2012-12-16

Compatible devices:

Size:

62.84MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-07-16

Compare stats and ranking:

Ranking

# 135,254 ▼ 612

Other rankings

#68 in free access keyword 39

Other platforms

Client Access (v4.19.09)

138,681 3.17

(349)

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Raymond James Financial

Apple Apps Store

https://apps.apple.com/us/app/client-access/id583365721

Website:

https://www.raymondjames.com/wealth-management/why-a-raymond-james-advisor/client-resources/client-access-tour

User Reviews

Overall, the app is praised for ease of use, quick access to Raymond James accounts, and regular improvements. However, reviewers repeatedly report authentication and reliability issues (FaceID failures, login errors, verification delays), missing charts/trends and difficulty tracking daily performance, restricted trading with no trade status visibility, and UX/UI problems (small fonts, clumsy dashboards) plus occasional freezes and maintenance outages. Updates help some areas but critical gaps and stability remain.

Pros

Easy-to-use interface and overall user experience.
Quick access to Raymond James accounts and most website functions (vault).
Regular updates and improvements with responsive support.
Rich portfolio data and detail for daily review.
Fast actions and smooth execution of tasks (e.g., moving money).

Cons

Frequent authentication issues and unreliable login (FaceID failures, login errors, verification delays).
No charts/graphs and the ability to view trends or track daily performance is missing.
Limited trading capabilities with no visible trade status for orders.
UX/UI issues (small fonts/readability, clumsy dashboards, design changes).
Reliability problems (app crashes/freezes, maintenance during active hours).

Recent reviews

App needs to be upgraded. The dashboard should show all accounts and daily change on each account. You should not have to click into each account to see the daily change. That should be visible on the dashboard so you can get a clean view upon logging in. The less clicks the better. It’s a big difference from other larger banking apps.

by ne*****, 2026-05-14

If you have any accounts at Raymond James, you need this app. It is easy to use, custom size and access most website functions like the vault. They constantly make improvements and support is amazing.