Home › Finance
US
1 of 1 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 7 images
iPad 7 images
What’s New Version 2.1.0
Improved access to documents and reports:
• Download documents directly from My Documents
• Managed Account Statements in My Documents renamed to Portfolio Review Reports
Description
Stay up to date with your Raymond James Ltd. investment account(s) anytime, anywhere. Armed with enhanced security measures to ensure clients information remains protected, the Client Access mobile app puts usability and personalization at the forefront. Whether you’re looking for in-depth reporting for specific accounts, a snapshot of your portfolio, or access to account documents. . Important: In order to use the Mobile App you must already have an active profile (registered) on the Client Access Site, with Two-Factor-Authentication (TFA) enabled.
Your key financial information is right at your fingertips!
Key features
• Advisor contact information
• User-Friendly interface
• Request forgotten usernames/passwords
• Activate or deactivate biometrics
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 7 versions
Build 885091551v2.1.02026-05-07 22:58:27
Improved access to documents and reports:
• Download documents directly from My Documents
• Managed Account Statements in My Documents renamed to Portfolio Review Reports
Build 882791986v2.0.02026-03-19 23:07:18
We’ve made significant improvements to enhance your mobile experience.
This update includes a new home screen with simplified navigation, monthly messages, clearer portfolio and account details, and an improved documents area. These features make it easier for you to stay informed and access information.
Download now to gain these new features.
Build 878163396v1.0.172025-09-18 12:00:04
Platform enhancements
Build 874027031v1.0.102025-04-17 12:00:40
• User-friendly filenames now appear when viewing documents while in file preview mode, and as the document filename when downloaded
• “TFSA Info” section now displays TFSA beneficiary information
• Updated Privacy Policy
• Updated Account Terms & Conditions
Build 870907554v1.0.22024-12-11 17:23:27
Update contact page with current support hours
Build 869492581v1.0.02024-10-07 11:55:35
Version 1.0
Build 858574063v0.7.02024-09-10 17:00:26
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 0 | — | 2.1.0 |
Change log 10 changes · US
✎
releaseNotes updated
Improved access to documents and reports:
• Download documents directly from My Documents
• Managed Account Statements in My Documents renamed to Portfolio Revi
✎
description updated
Stay up to date with your Raymond James Ltd. investment account(s) anytime, anywhere. Armed with enhanced security measures to ensure clients information remain
✎
name updated
Raymond James Ltd Canada
◆
Version 2.1.0 released
Improved access to documents and reports:
• Download documents directly from My Documents
• Managed Account Statements in My Documents renamed to Portfolio Review Reports
◆
Version 2.0.0 released
We’ve made significant improvements to enhance your mobile experience.
This update includes a new home screen with simplified navigation, monthly messages, clearer portfolio and account details, and an improved documents area. These featur
◆
Version 1.0.17 released
Platform enhancements
◆
Version 1.0.10 released
• User-friendly filenames now appear when viewing documents while in file preview mode, and as the document filename when downloaded
• “TFSA Info” section now displays TFSA beneficiary information
• Updated Privacy Policy
• Updated Accou
◆
Version 1.0.2 released
Update contact page with current support hours
◆
Version 1.0.0 released
Version 1.0
◆
Version 0.7.0 released