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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.

Setting Up Enrollment

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.

Customizing the Summary Page

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

Sorting and Filtering the Portfolio Page

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.

Setting Up Paperless Delivery

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

Locating Documents

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

Sharing Files in Vault

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

Setting Up Enhanced Authentication

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.

Using Enhanced Authentication

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.

Making a Mobile Deposit

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

Adding External Accounts

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

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving

Important individual bond product points

06/05/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Debt ceiling: Common sense prevailed

06/02/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market moves back to focusing on the fundamentals

06/02/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.
Estate & Giving

Outlining market lessons learned as summer starts

06/01/2023
Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.
Markets & Investing

Conflicting signals add uncertainty to Fed's rate path

05/31/2023
Choppiness in the equity market continues as investors look to see a debt limit deal approved.
Markets & Investing

Debt ceiling deal – what's in it?

05/31/2023
Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.
Economy & Policy

Complex, significant wealth warrants elevated support

Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing

Debt ceiling deal moves closer to the finish line

05/30/2023

With a debt ceiling agreement reached in principle, CIO Larry Adam looks at how this development - pending passage through the House and Senate - impacts his team's respective market and economic views.
Economy & Policy

What are you waiting for?

05/30/2023
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

The resilience of the U.S. economy: It’s all about employment, and the consumer

05/26/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

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