Client Access: Convenient and Secure Account Management
Client Access is a powerful and secure mobile application that allows you to conveniently manage your accounts anytime, anywhere. Developed by Raymond James Financial Inc., this free app is optimized for iPhone devices and provides a range of features to help you stay on top of your investments.
With Client Access, you can easily view your account balances, including your assets and available cash. It also provides real-time updates on the current value of each of your investments, allowing you to track their performance at a glance. The app also offers a detailed asset allocation analysis, giving you insights into how your investments are distributed across different asset classes.
One of the standout features of Client Access is the ability to access important documents such as trade confirmations and tax reporting. The app also provides a secure vault where you can store financial statements and insurance documents, ensuring that your sensitive information is protected.
In addition to account management features, Client Access offers a full complement of convenient client tools. It provides access to up-to-the-minute market information, allowing you to stay informed about the latest trends and developments. It also includes your financial advisor's contact information, making it easy to get in touch when you need assistance.
Please note that asset allocation does not guarantee a profit or protect against loss. However, with Client Access, you have a comprehensive tool at your fingertips to help you make informed decisions and manage your investments with ease.
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