Raymond James | client access (2023)

Didn't find an answer to your question here? Contact Client Access Support at 877-RJ-ACCESS (877-752-2237) orClientAccessSupport@RaymondJames.com.

Raymond James Client Access is an online service that provides secure and convenient access to your accounts, statements, business certifications and tax documents. Clients with a Raymond James brokerage account are eligible for this service.

• Registration and Usernames: How do I sign up for Client Access?
• Client Access Features: What can I do in Client Access?
• asset allocation: How is my asset allocation determined?
• Online transfer: What is online bank transfer?
• General Inquiries: What do I need to do to view my accounts in Client Access?
• privacy and security: Did you forget your password?
• Technical problems: Having trouble accessing your accounts?
• Comments and Suggestions: Have any suggestions or comments about Client Access?

Registration and Usernames

• How do I sign up for Client Access?
• Can my username and password be the same?
• How do I log in to Client Access?
• Can I change my username?
• Can I have an account with more than one username?
• How do I add or delete accounts associated with my username?

How do I sign up for Client Access?

To log in to Client Access, click theSign in to Client Accesslink on the Client Access login screen and complete the registration process. The system guides you through the necessary steps.

Can my username and password be the same?

NO. For your security, the system will not allow your username and password to be the same.

How do I log in to Client Access?

To access your online accounts:

• Enter your username in the Username field on the Client Access Welcome screen and clickget connectedTaste.
• Enter the answer to the security question and click the buttonFrom youTaste.
• Enter your password and click the buttonFrom youTaste.

Can I change my username?

NO. Your username cannot be changed; However, your financial adviser may request that you be removed from Client Access and you may log back into Client Access with a different username. Please note that this will reset all of your account settings, such as B. your document delivery settings, will be lost.

Can I have an account with more than one username?

Yes. When you first register for customer access, we identify your accounts and joint accounts. You have full access to these accounts. In addition, Client Access analyzes mailing packages and relationships linked by your financial advisor. You only have read access to these accounts.

How do I add or delete accounts associated with my username?

Account access is determined based on your ownership of accounts and linking account statements to create email packages. If there are other accounts that you should have access to, contact your financial advisor or Customer Service at 877-RJ-ACCESS (877-752-2237).

Client Access Features

• What are the main features of Client Access?
• What information can I find on the activity screen?
• What information can I find on the summary screen?
• How often are balances updated on the summary screen?
• What information can I find on the portfolio screen?
• Can I use financial software to download transactions from Client Access?
• What is Ticket Payment?
• Are there other delivery options for receiving account documents (such as bank statements, transaction confirmations and shareholder documents)?
• Why isn't the cost basis showing for some items in my account?

What are the main features of Client Access?

Client Access provides secure and convenient access to all of your Raymond James accounts. With the user-friendly format, you can:

• View your portfolio updated throughout the day.
• View cost basis information, recent transactions per account, and upcoming activities like dividend payments.
• View relevant news about your investments.
• Access Raymond James' award-winning stock research.
• View bank statements, business confirmations, and tax return documents online.
• Suppress paper statements, business confirmations and shareholder communications.
• Download transactions in Intuit Quicken^®.

What information can I find on the activity screen?

The Activity screen lists transactions in two sections: Pending Activity and Posted Activity.

The Pending Activities section lists transactions that are scheduled for your account or combined accounts. Pending activity may include dividend payments, interest payments, pending check deposits, account transfers, and pending orders. The Pending Activity section contains expected future activity up to about a month in the future.

The Published Activities section provides the ability to view up to 18 months of account activity. However, certain activity types are available for a shorter period of time. Each transaction contains a date, a description and an amount. Where appropriate, additional details will be provided.

What information can I find on the summary screen?

The summary screen includes the current market value of your account(s), a cash management area (which provides quick access to Bill Pay, your Raymond James credit card), shortcuts to frequently used customer information (quick links) and a summary of your asset allocation, Watch list and contact information for your financial advisor.

How often are balances updated on the summary screen?

Balances on the summary screen are updated with a 15 minute delay. For example, the displayed values ​​would not change from the previous day's numbers until at least 15 minutes after the market opened and would not reflect end-of-day values ​​until 15 minutes after the market closed.

What information can I find on the portfolio screen?

The Portfolio screen allows you to view the market value and cost information of your holdings, current activity, and any expected future activity for your accounts.

Can I use financial software to download transactions from Client Access?

You can use Intuit's Quicken^®to download and manage your transaction information. To download the transactions, access theAccount Servicestab and then click the buttonAccelerate^®transfersDownload link in Transactions box.

What is Ticket Payment?

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 for receiving account documents (such as bank statements, transaction confirmations and shareholder documents)?

Yes. please go toAccount Servicesand do one of the following:

• For transaction statements and confirmations, click the buttonDelivery of account statements and trade confirmationsOptions link in the Statement Information section.
• For notices to shareholders, click hereDelivery options for shareholder communicationsLink in Extract Information section.

Why isn't the cost basis showing for some items in my account?

In most cases titles were transferred when you opened the account and Raymond James did not receive the original purchase information. Your financial advisor can help you add this information to your assets in Client Access.

asset allocation

The asset allocation analysis presented on your bank statement and client access is designed to help you understand your investments as part of a full portfolio review with your financial advisor.

How does Raymond James determine my asset allocation?

Learn more about the concept of asset allocation and how to apply it to your portfolioraymondjames.com. For packaged investment products like mutual funds, annuities, and 529s, Raymond James uses data from Morningstar (Morningstar.com) and to allocate your inventory accordingly. Morningstar data is used in conjunction with Raymond James' internal product ratings to provide an overview of your exposure to each asset class. Morningstar information is generally provided from the most recent product registrations and as such Client Access may not display real-time attributions.

Why doesn't my cash balance match the total value of the Cash & Cash Alternatives asset class?

The Cash & Cash Alternatives asset class represents cash and money market shares, as well as cash allocations contained in mutual funds and bonds. The amount of money embedded in investment products is displayed to clarify what part of the money is not available for withdrawal or investment. To view available cash balances to withdraw or invest, go to the "Cash and Cash Alternatives" section of your bank statement or to "My Accounts" > "Summary" in Customer Access.

What happens when a product uses derivatives to gain exposure to an asset class?

Some Funds use derivatives (such as options, futures or swaps) to gain exposure to an asset class. When that happens, Morningstar's "X-ray" data reports holdings as the fund submits them, and often the derivatives show as unrated. This can result in the asset allocation analysis information returned by Morningstar misrepresenting a portfolio's actual exposure to an asset class. To solve this problem, Raymond James can internally override some of Morningstar's product allocations to better reflect the product's asset allocation. Please contact your financial advisor for specific information on internal ratings.

What assets fall into the unrated asset class?

The unrated asset class represents securities currently unrated by Raymond James, categorized as “Other” by Morningstar, in mutual funds and certain pension sub-accounts that are currently “uncharted” and/or for which Morningstar data is not available are.

Which packaged products does Morningstar screen?

Morningstar X-rays the following types of products:

• 529 college plans
• American Depositary Receipts
• Investment funds
• The interest rate
• closed funds
• Exchange Traded Funds (ETFs)
• foreign common stock
• open funds

How does Raymond James categorize products that are not "irradiated" by Morningstar?

• The interest rateare only x-rayed by the Morningstar feed if they are currently "assigned". Annuities that are currently unallocated are displayed as "Unclassified". Efforts are being made to map the remaining uncharted annuities.
• UITscurrently not screened, but allocated 100% to US equities or fixed-income securities, depending on the investment objective of the ITU.
• Middleare screened by Morningstar, but because some products use options, swaps, futures and other derivatives to gain exposure to asset classes, the information returned by Morningstar may not reflect the product's actual asset class exposure. In some cases, Raymond James overwrites Morningstar's allocation data and allocates the product to a different asset class.

How are liabilities treated in the asset allocation view?

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.

Online transfer

What is online bank transfer?

Online money transfer allows you to electronically transfer funds between two qualifying Raymond James Brokerage accounts; or between a Raymond James brokerage account and an account with another financial institution through an Automated Clearing House (ACH).

What are the advantages of using Online Funds Transfer?

What are the advantages of using Online Funds Transfer?

• Faster access to funds
• duty free
• More comfortable
• saves your time
• More secure than paper checks
• Saves money (postage and check costs)
• Improves efficiency and reduces errors by replacing manual processing
• Help the environment by reducing the amount of paper

What types of accounts can be set up for online money transfer?

The following accounts and transfer types are generally suitable for online transfers:

• individual accounts
• joint accounts
• Raymond James IRA's stakeholder
• Trusts (if the trustee is authorized to transfer funds)
• EASY IRA payouts
• Favored IRA Distributions

What types of accounts are not allowed to transfer funds online?

• corporate accounts
• smaller accounts
• pledged accounts
• Eligible Plans and SIMPLE IRAs
• Contributions to the IRAs for the Minimum Required Distribution (RMD).
• Professionally managed or discretionary managed accounts where the client has authorized the financial adviser or other manager to make investments on their behalf

To transfer money using any of these account types, contact customer service or your financial advisor.

What are the account requirements for transferring funds online?

For eligible accounts, Funds Transfer is generally available for accounts that meet the following criteria:

• Registered ACH profile:In order to transfer funds to and from non-Raymond James accounts, you must have an Automated Clearing House (ACH) “profile” authorizing Raymond James to transfer funds to or from your accounts with other banks or financial institutions that applicable Raymond James Accounts and all External Accounts. As a result, you may see some external accounts listed for one of your Raymond James accounts, but not others. To view your current ACH profiles along with instructions for creating a new profile, go to Funds Transfer > Manage Accounts.
• Account owner:To transfer money from an account, you must be the owner of that account.
• Allowed account status:An account may be temporarily ineligible for a variety of reasons. Ineligible accounts will not appear in your Transfer Accounts list until all applicable restrictions are lifted and they become eligible again.

If you have questions about a specific account and your eligibility to send money online, please contact your financial advisor or Customer Service at 877-752-2237 orclientaccesssupport@raymondjames.com.

How do I set up accounts to transfer funds online with another financial institution?

Submit an ACH form and invalidation check for each account you wish to set up. Contact Customer Service or your financial advisor to request an ACH form; is also available in Client Access atTransferab.

I already use ACH at Raymond James and want to use Client Access to transfer money. What I have to do?

Your ACH profile is now registered and you can start using Client Access Funds Transfer right away. Sign in to Client Access and click theTransferGetting Started Guide.

How soon can I start making the transfer after submitting the required documentation?

Once your form and cleared check are received, it typically takes five business days; However, check client access as it may be ready sooner.

How long does it take for funds to be transferred between my Raymond James account and my account with another financial institution?

A transfer from a Raymond James account typically takes one to two business days to process funds, depending on when you sent the transfer. Refer to the other financial institution's transfer policies for processing times. If you require a same day money transfer to or from another financial institution, please contact Customer Services or your financial advisor or Raymond James to request a transfer.

How do I know which online money transfer accounts have been set up with another financial institution?

I go toTransfertab and then click the buttonmanage accountsab.

If I want the money in my account the next day, is there a deadline by which I have to send the transfer?

For transfers to or from non-Raymond James accounts that are scheduled to be processed the next business day, the cut-off time is 4pm. E.T.
For same-day transfers between Raymond James accounts, the cut-off time is 7.30pm. E.T.

Raymond James does not process transfer requests on weekends, federal and bank holidays.

Where can I check the status of my transfers?

• To view pending transfers, go toTransfertab and then click the buttonPending transfersab.
• To view completed, canceled, or rejected transfers, go toTransfertab and then click the buttontransmission historyTab. see theactivityTab for a comprehensive list of your account activity.

How do I cancel or change a transfer?

I go toTransfertab and then click the buttonPending transfersTab. If the transfer is still within the deadline to be canceled or modified, the Edit and Cancel links are available.

What is a permanent election and why do I need one to claim IRA distributions via online funds transfer?

Permanent withholding elections are federal and state withholding elections established for an IRA and apply to all future distributions from that IRA unless amended or revoked. IRS regulations require a signature before a financial institution can withdraw funds. For more information on holding elections, see Client Access Help or contact Client Access Support or your financial advisor.

What is the deadline for submitting an online contribution to the previous year's IRA?

To ensure timely processing of your contribution, please submit your contribution at least one week before the end of the fiscal year.

What types of IRA distributions can be processed through Client Access?

Normal, favored and premature.

I want my IRA distribution to be for the current tax year. How can I be sure this is happening?

To ensure your distribution is for the current financial year, submit the distribution with a carry-over date in the current year by the last business day of the year.

For transfers to non-Raymond James accounts that are scheduled to be processed the next business day, the cut-off time is 4pm. E.T.
For same-day transfers between Raymond James accounts, the cut-off time is 7.30pm. E.T.

What types of IRA contributions can be processed through Client Access?

IRA Individual and Roth IRA.

General Inquiries

• Who is eligible to view Raymond James accounts online?
• Is this online service chargeable?
• Can I customize the screens in Client Access?
• Can I see realized gains/losses?
• Are there performance charts?
• Can I view Raymond James Bank activity in Client Access?
• Can I query historical pricing data in Client Access?
• Can price alerts be set in the system?
• Can I receive offers for unlisted securities?
• I have a mutual fund and the price hasn't changed in days. Why?
• When do mutual fund closing prices usually appear?
• Is there a cost basis for annuities?
• Will my account value change due to after-hours/before-hours stock trading?
• Does Client Access display annual totals for dividends, interest, and capital gains distributions for tax purposes?
• Where can I find the current fees for the Cash Scan program?

Who is eligible to view Raymond James accounts online?

Any client with a Raymond James brokerage account is entitled to view their account online. In addition, customers can request that other persons, such as a CPA or family member, have read-only access to their online account information. If you are interested, contact your financial advisor.

Is this online service chargeable?

No, there is no fee. This is a free service for Raymond James customers.

Can I customize the screens in Client Access?

Not now.

Can I see realized gains/losses?

NO. Client Access only displays unrealized income for current holdings.

Are there performance charts?

Client Access does not provide a graphical view of portfolio performance. Contact your financial advisor for reports and information on performance.

Can I view Raymond James Bank activity in Client Access?

You can view balances and other selected data points for loan and deposit bank accounts; However, to view activity, useInternet-Banking tun Raymond James Bankpage on the internet.

Can I query historical pricing data in Client Access?

NO. The system does not take historical exchange rates into account. There are many sites on the internet that offer historical quotes.

Can price alerts be set in the system?

Not now.

Can I receive offers for unlisted securities?

No, the market information site does not provide quotes for unlisted stocks or bonds. Please contact your financial advisor for assistance.

I have a mutual fund and the price hasn't changed in days. Why?

While most mutual funds are rated daily, some mutual funds are rated weekly and some monthly.

When do mutual fund closing prices usually appear?

Closing prices are usually received from mutual funds around 7:00 p.m. E.T.

Why do some positions have an asterisk next to them?

The asterisk indicates a short or long position on the security.

Is there a cost basis for annuities?

Not now.

Will my account value change based on stock trading after hours or before hours?

NO. After-hours and pre-hours trades are not reflected in your positions.

Does Client Access display annual totals for dividends, interest, and capital gains distributions for tax purposes?

NO. Consult your annual tax records or your tax advisor.

Where can I find the current fees for the Cash Scan program?

see theMarket Commentary and Research FeesPage non-public site Raymond James.

privacy and security

• Is my account information safe?
• what do I do when I forgot my password?
• What do I do if I forgot my username?
• Can my username and password be the same?
• How do I change my password?
• What accounts can I access online?
• What are account names and how can I change them?

Is my account information safe?

Yes. Client Access uses various measures to protect your data.

• Your own unique password
• Your own username
• Security questions that you must answer correctly to continue
• 128-bit SSL (Secure Sockets Layer) encryption technology. Encryption is a method of scrambling data to prevent unauthorized users from viewing or tampering with it as it travels over the Internet.

For added protection, your session will automatically end after 20 minutes of inactivity.

Learn more about how to protect your information by reviewing itRaymond James Privacy and Security Information.

what do I do when I forgot my password?

If you don't know your password, click thisNeed help logging inLink on the Client Access splash screen. If you correctly answer a series of personal security questions to verify your identity, you will be taken to a page where you can reset your password.

What do I do if I forgot my username?

If you forgot your username, click theForgot UsernameLink on the Client Access login page and submit the Username Recovery Request Form. If you require additional assistance, contact Client Access Support at 877-RJ-ACCESS (877-752-2237).

Can my username and password be the same?

NO. For security reasons, the system does not allow your login and password to be the same.

How do I change my password?

You can change your password from the Change Password screen in Client Access. To access the Change Password screen, clickAccount Servicestab, and then select theChange your passwordLink in the My Profile box.

What accounts can I access online?

All of your Raymond James brokerage accounts can be accessed online. Accounts linked for correspondence purposes can be viewed with the same username and password, providing you with a combined total of your holdings. If you set up a business account with a separate Tax Identification Number (TIN), the account will have a different username than your personal username.

Some trust and business accounts require a separate login to be set up by your financial advisor.

What are account names and how do I change them?

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 via the Change Account Names screen in Customer Access. These account names are for use in Client Access and do not affect any account titles your advisor may have assigned to your bank statements. To change your account names, clickAccount Servicestab and then click the buttonchange account nameLink in the My Profile box.

Technical problems

• Is there planned downtime for Client Access?
• What Internet browsers does Client Access support?
• I use a Mac computer. Can I log into Client Access?
• When I use my iPad (tablet) to view bank statements and other documents in Client Access, the document does not open or does not display correctly. Is there anything I can do to fix this?
• Can I change the font size in Client Access?
• What is cache?
• How do I clear the cache?
• After I click the Sign In button, the screen refreshes and reappears without attempting to access my accounts. Why can't I access my accounts?
• What do multiple error messages mean?

Is there planned downtime for Client Access?

Scheduled downtime for Client Access is between 6:00 p.m. and 6:00 p.m. Saturdays and at 12 p.m. Sunday. The system may be running during these hours, but this block of time is reserved for performing maintenance on the underlying systems.

What Internet browsers does Client Access support?

• Internet Explorer 11, Edge and higher
• Chrome 37 and superior
• Mozilla Firefox 27 and later
• Safari 7 from above

I use a Mac computer. Can I log into Client Access?

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 bank statements and other documents in Client Access, the document does not open or does not display correctly. Is there anything I can do to fix this?

Yes. Installing Adobe Reader on your iPad (tablet) usually solves all document viewing problems. To install a free copy of Adobe Reader, go to Adobewebsite.

Can I change the font size in Client Access?

NO. A possible workaround is to make your display larger or smaller by doing the following

• For Internet Explorer, Chrome and Firefox while holding down the keyCTRLtecla, pressure on theklaplus sign (+)to enlarge the font or press the keyminus sign (-)key to decrease.
• In Safari, hold down thecommandtecla, pressure on theklaplus sign (+)to enlarge the font or press the keyminus sign (-)key to decrease

What is cache?

Cache, or what Microsoft Internet Explorer calls "Temporary Internet Files," is information that is automatically stored on your computer when you surf the Internet. These files are usually web pages (.htm or .html) or graphics (.gif or .jpg). They are saved to speed up the downloading of previously viewed pages.

How do I clear the cache?

To clear the cache, do one of the following:

• Internet Explorer 8, 9, 10, 11 and higher
  CliqueToolno menu or noTool Gear in the upper-right corner, then selectinternet options. NOGenerallyIn the Browsing History section, click the buttonExtinguishButton. In the Clear Browsing History dialog box, clear the check boxSave location data Favoritesselection box. Other checkboxes such asTemporary Internet Files and Website FileseCookies and Website Datacan remain checked. Click on thatExtinguishbutton, close and reopen Internet Explorer.
• Chrom
  CliqueToolon the menu button and then selectIdeas. click noShow Advanced SettingsLink and under Privacy Policy click on theClean navigation data..Button. Specify the time interval from which to deletethe beginning of time. In the list at the bottom of the window, clear the check boxCached images/filesand clickClean navigation dataTaste.
• fire fox
  CliqueToolno menu or nofire foxpress and then selectoptions. click noprivacyguide and clickClear your recent historyShortcut. Specify the time interval for deletionat. In the list at the bottom of the window, delete everything exceptcacheand clickclean it up nowTaste.
• Safari
  click noSafariTitle and selectempty cachein the drop down menu. A message will appear asking if you really want to clear the cache. ClickOKThen close and reopen the Safari browser. If the Clear Cache option isn't available, go toIdeas>Progressiveto make that possibleDevelopMenu. Repeat the steps from the beginning.

After clicking the Sign In button, the screen will refresh and the sign in screen will appear again. Why can't I access my accounts?

You may not have cookies enabled in your web browser. see theYour browser does not accept cookiesPage for instructions on how to enable cookies. If this still does not resolve the issue, contact Client Access Support at 877-RJ-ACCESS (877-752-2237).

What do the following error messages mean?

Comments and Suggestions

If you have any comments or suggestions, please contact customer service at 877-RJ-ACCESS (877-752-2237) orClientAccessSupport@RaymondJames.com

Std.

For technical support:

• Monday to Friday: 8 a.m. to 9 p.m. ET (except holidays)
• Saturday and Sunday: 8 a.m. to 5 p.m. ET (except holidays)

For customer service, comments and suggestions:

• Monday to Friday: 8 a.m. to 9 p.m. ET (except holidays)