About Client Access
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit...
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
Previous Versions
Here you can find the changelog of Client Access since it was posted on our website on 2013-08-23 05:18:23.
The latest version is 4.9.0 and it was updated on 2024-04-22 14:37:10. See below the changes in each version.
Client Access version 4.9.0
Updated At: 2024-03-19
Changes: * View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
* Add/remove items to your Watch List, accessible via Market Research in the More menu
* Bug fixes and performance enhancements
Client Access version 4.8.2
Updated At: 2024-02-11
Changes: - Updates to default sorting orders
- View your goal plan (if applicable) under Planning in the More menu
- Updated tablet view for Activity
Client Access version 4.7.0
Updated At: 2023-12-05
Changes: * Customize the accounts displayed in the My Accounts widget on the Dashboard
* Customize the holdings displayed in the My Holdings widget on the Dashboard
* Create and edit account groups from the Accounts screen
Client Access version 4.6.1
Updated At: 2023-11-08
Changes: - Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
Client Access version 4.5.1
Updated At: 2023-09-27
Changes: - Updated phone and tablet views for Accounts and Portfolio
- Enable and disable biometrics in app under Client Tools
- View Raymond James Bank products in the More menu, if applicable
Client Access version 4.4.0
Updated At: 2023-06-27
Changes: We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
Client Access version 4.1.0
Updated At: 2023-04-12
Changes: The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
Client Access version 3.0.3
Updated At: 2022-04-07
Changes: - Bug fixes and other updates
Client Access version 3.0.2
Updated At: 2022-02-08
Changes: - Choose your document delivery elections at the document level
- Bug fixes and other updates
Client Access version 2.9.3
Updated At: 2021-06-16
Changes: Various bug fixes and performance improvements.
Disclaimer
Official Google Play Link
We do not host Client Access on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
The Google Play link for Client Access is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
