Client Access
Client Access Summary
Client Access is a mobile iOS app in Finance by Raymond James Financial. Released in Dec 2012 (13 years ago). It has 150 ratings with a 3.99★ (average) average. Based on AppGoblin estimates, it reaches roughly 2K monthly active users . Store metadata: updated Dec 11, 2025.
Recent activity: 1.00 new ratings this week View trends →
Store info: Last updated on App Store on Dec 11, 2025 .
3.99★
Ratings: 150
Screenshots
App Description
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.