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Client Access: How to Videos

Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.


Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.


Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.


Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more. Click here to get started.


Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password. Click here to get started.


The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in. Click here to get started.


See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.


View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you. Click here to get started.


Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.


Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.


Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

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