Freedom to build
your knowledge
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.
How to start using Client Access
Discover the ease and convenience of having online access to your Raymond James accounts.
How to set up e-Delivery
Reduce the number of documents you receive by mail or simply manage your delivery preferences.
How to start using the Vault
The Vault is a secure way to exchange confidential information between you and your financial advisor.
How to aggregate your accounts
It’s easy to link your outside accounts with your Raymond James accounts, we call it aggregating your accounts.
How to use the Goal Plan
Wondering about the “what ifs” of your financial life that are out of your control?
How to make a mobile deposit
Forget the envelopes and stamps – there’s an easier way to make deposits into your investment accounts.
Where are my tax documents
When you’re ready to do your taxes, you want to have all the paperwork you need.
How to use eSignature (Docusign)
Using eSignature saves you time and allows us to send you documents wherever you are.
What's new in Client Access?
Raymond James has switched to a new, more user-friendly online account portal.
How to use eMoney
When you access the eMoney portal for the first time, you’ll discover financial tools are only a mouse click away.
How to find your statement & fees
We want to make sure it’s easy for you to locate your Raymond James statements inside the Client Access Portal.
Your first Zoom meeting
This one-minute video shows you everything you need to know to get started with your next Zoom virtual meeting.
How to use secure message
Raymond James has provided a platform to make sure to we keep your personal information safe when communicating with us and prevent cybercrimes.
Help! I lost my password
This video walks you through the steps to take if you forget or lose your credentials to get into your Client Access account.
Two-factor authentication
Your security is a top priority for us. That’s why you can expect an extra layer of security on your Client Access account.
Funds Transfer (for Desktop)
Moving money from your account has never been this easy. Watch this video to learn how to navigate the “Funds Transfer” section.
Funds transfer on the App
In this video you can follow the steps and you’ll see how easy it is to transfer money to your investment accounts.
Sharing to TurboTax
If you use TurboTax to file your taxes, we have an “easy” button for pulling in your investment account information.
Customize your view of Client Access
Learn how to rearrange the order you see your accounts and rename them, too.
How to use eMoney Vault & documents
Did you know that within the eMoney portal is a place for you to securely store and organize all your important documents?
How to use donor advisory funds
Learn more about how you can set up a donor advised fund (DAF) through Raymond James Charitable.
A peek inside Client Access
Check out all you can do and find inside Raymond James Client Access.
How to Use Secure Message without a Client Access Log-in
Safeguarding your personal information is extremely important to us. That’s why you may sometimes receive an encrypted message from us. Here’s how it works.
Raymond James is not affiliated with eMoney.