Client Access: A Convenient and Secure Way to Manage Your Investments
Client Access is a free Android application developed by Raymond James that allows you to manage your investment portfolio securely and conveniently. You can view your accounts online anytime and access up-to-the-minute market information. This application is optimized for mobile devices and offers a full complement of convenient client tools.
With Client Access, you can quickly view a snapshot of your account balances, including your assets and available cash. You can also see the current value of each of your investments and get detailed asset allocation analysis. Additionally, you can access documents such as trade confirmations and tax reporting, and store financial statements and insurance documents in a secure vault.
Client Access also provides you with your financial advisor's contact information, making it easy to get in touch with them whenever you need to. However, it's important to note that asset allocation does not guarantee a profit nor protect against loss.
Overall, Client Access is a great tool for those who want to manage their investment portfolio on the go. It's easy to use, secure, and provides all the information you need to stay on top of your investments.
User reviews about Client Access
Have you tried Client Access? Be the first to leave your opinion!