Reviews of Client Access

By: Raymond James Financial App

List of user reviews and ratings for Client Access

Total ratings

4.00 (Rating count: 154)

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Review summary

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).

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User Reviews

Recent rating average: 2.60

All time rating average: 4.00

Upgrade to see all 51 reviews

61% (31)

Date	Author	Comment
2026-05-14	ne*****	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.
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.
2026-04-15	td*****	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.
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.
2025-12-13	KT*****	At least 2-3 times a week it will not send a verification code. The code gets stuck in their system and will send out way later after it is too late. Other times it says password issues contact administrator. You wait til morning and then it works. Market Research is good. Update on stocks at opening takes 15-30 minutes. Yahoo Finance is faster at refresh. Definitely IT needs to go theough this app and fix the bugs.
At least 2-3 times a week it will not send a verification code. The code gets stuck in their system and will send out way later after it is too late. Other times it says password issues contact administrator. You wait til morning and then it works. Market Research is good. Update on stocks at opening takes 15-30 minutes. Yahoo Finance is faster at refresh. Definitely IT needs to go theough this app and fix the bugs.
2025-09-02	vi*****	Needs some updating such as some additional grafting of data over a period of time. App gives a snapshot of data but would like to see user able to see trends over time.
Needs some updating such as some additional grafting of data over a period of time. App gives a snapshot of data but would like to see user able to see trends over time.
2025-07-09	Ac*****	Can’t add external accounts.
Can’t add external accounts.
2025-06-28	Ph*****	No graphs are shown, so there is no easy way to see changes over time.
No graphs are shown, so there is no easy way to see changes over time.
2025-06-10	Na*****	Horrible app. It’s so bad I’m closing my accounts. Basic functions like faceID should work. Your lack of investment in tech will continue to cost you.
Horrible app. It’s so bad I’m closing my accounts. Basic functions like faceID should work. Your lack of investment in tech will continue to cost you.
2025-03-17	dr*****	Clients have has a little ability to do anything to do with trading for accounts authorized for trading. For some reason, Raymond James does not permit claims to purchase or sell money market mutual funds, or any Mutual Fund for that matter, which is ridiculous. There is also no place to see trade status of any orders whatsoever. Please correct these issues ASAP.
Clients have has a little ability to do anything to do with trading for accounts authorized for trading. For some reason, Raymond James does not permit claims to purchase or sell money market mutual funds, or any Mutual Fund for that matter, which is ridiculous. There is also no place to see trade status of any orders whatsoever. Please correct these issues ASAP.
2025-03-17	*****	Overall, this app provides a good level of detail and all of the required data needed on a daily basis. However, it could use some UX updates in order to be easier on the eyes and make the application flow more cohesively. The fonts size on the Portfolio, Accounts, and Activities views needs to be larger and the blank space needs to be reduced or removed. In general, the application font is quite tiny, and even with my good eyesight, it takes some effort to read. I am coming from years of usage with the BofA/Merrill Lynch application. It definitely had its own design issues, but the UX, flow, and data readability was very good. Address the UX and the app will be excellent, as the data presented is already very useful.
Overall, this app provides a good level of detail and all of the required data needed on a daily basis. However, it could use some UX updates in order to be easier on the eyes and make the application flow more cohesively. The fonts size on the Portfolio, Accounts, and Activities views needs to be larger and the blank space needs to be reduced or removed. In general, the application font is quite tiny, and even with my good eyesight, it takes some effort to read. I am coming from years of usage with the BofA/Merrill Lynch application. It definitely had its own design issues, but the UX, flow, and data readability was very good. Address the UX and the app will be excellent, as the data presented is already very useful.
2024-11-11	Dr*****	I’ve been using RJ for my retirement/investing/cd’s since getting my first job. The app is overall good. The only complaint I ever have is sometimes the scheduled maintenance is during active hours like 6am - 11pm. Not that I necessarily need to check my balances in emergency but it would be better if the maintenance was at night.
I’ve been using RJ for my retirement/investing/cd’s since getting my first job. The app is overall good. The only complaint I ever have is sometimes the scheduled maintenance is during active hours like 6am - 11pm. Not that I necessarily need to check my balances in emergency but it would be better if the maintenance was at night.