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Raymond James | Client Access
Discover the ease and convenience of having online access to your Raymond James accounts. The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.
clientaccess.rjf.com
Client Access provides secure, easy-to-use access to your account and all documentation related to it – from virtually anywhere. You can log in from this website or through your advisor’s website using the same credentials you used for Client Access.
Login. *This feature is limited to a few retirement plans. If you were not already provided with a “Plan Password” by your employer, please click on ‘Back’ to return to the original login screen and enter your individual username and password.
Enrolling in Investor Access, Raymond James’ convenient and secure way to access your accounts online, is easy! The free, secure, online portal was designed
Investor Access. Investor Access is a secure, online portal available 24 hours a day, 365 days a year where your clients can access all of their account activity and balances in one place.
Welcome to the Client Access interactive demo, where you can learn how to view and manage your accounts, review the individual holdings in your portfolio, see how your balances have changed over time, and find other information designed to help you achieve your financial goals.