Investor Access
Free App
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About Investor Access
With the Investor Access app, you’ll have easy, secure access to your Raymond James brokerage account. The most-common features you enjoy on the desktop version of Investor Access have now been optimized for your mobile device, so you can tap into your financial information wherever and whenever you need it. The free app lets you securely manage your investment portfolio and access up-to-the-minute market information.
Features
To use Raymond James Investor Access, you must first be enrolled through the desktop version of the site. The app allows you to view a quick account summary and market snapshot of your holdings. Details you’d find in Investor Access are now available on your mobile device, including:
• The account summary offers an at-a-glance look at account information, balances and a direct link to your full portfolio. You can also see details such as change since last statement, your prior statement, and current and year-end balances.
• On the portfolio screen, you can view a breakdown of your holdings with links to additional market information. You can also view daily price changes, quantity held, delayed prices, estimated annual income and yields, as well as amount invested.
• You can also view account activity for the past week or up to 25 transactions. A “show more activity” link allows you to browse for additional activity.
• The market snapshot screen offers a quick view of a security’s performance and price and volume history.
• In-app ability to contact your financial advisor. Your advisor’s contact information is easily accessible, so you can reach out quickly with any questions you may have.
Protecting your financial information is a top priority for Raymond James. That’s why our mobile app was designed to keep this critical data safe. Raymond James Investor Access requires a unique username and password to access your personal information. We also use encryption technology to transmit your information to our networks and safeguard your data from unauthorized access.
Features
To use Raymond James Investor Access, you must first be enrolled through the desktop version of the site. The app allows you to view a quick account summary and market snapshot of your holdings. Details you’d find in Investor Access are now available on your mobile device, including:
• The account summary offers an at-a-glance look at account information, balances and a direct link to your full portfolio. You can also see details such as change since last statement, your prior statement, and current and year-end balances.
• On the portfolio screen, you can view a breakdown of your holdings with links to additional market information. You can also view daily price changes, quantity held, delayed prices, estimated annual income and yields, as well as amount invested.
• You can also view account activity for the past week or up to 25 transactions. A “show more activity” link allows you to browse for additional activity.
• The market snapshot screen offers a quick view of a security’s performance and price and volume history.
• In-app ability to contact your financial advisor. Your advisor’s contact information is easily accessible, so you can reach out quickly with any questions you may have.
Protecting your financial information is a top priority for Raymond James. That’s why our mobile app was designed to keep this critical data safe. Raymond James Investor Access requires a unique username and password to access your personal information. We also use encryption technology to transmit your information to our networks and safeguard your data from unauthorized access.
All Application Badges
Free
downl.
downl.
Android
4.0.3+
4.0.3+
Bug
buster
buster
Android app
App History & Updates
What's Changed
· Bill Pay is now available for Capital Access account holders. Select Bill Pay from the menu to get started. Please accept the Bill Pay terms & conditions on the desktop site if you’re a first-time user.
· Performance enhancements
· Bug fixes
· Bill Pay is now available for Capital Access account holders. Select Bill Pay from the menu to get started. Please accept the Bill Pay terms & conditions on the desktop site if you’re a first-time user.
· Performance enhancements
· Bug fixes
Version update Investor Access was updated to version 1.8.0
Name changed Name changed! RJ Investor now is known as Investor Access.
More downloads Investor Access reached 10 000 - 50 000 downloads
Version update Investor Access was updated to version 1.4.3
What are users saying about Investor Access
K
by K####:
by K####:
East to navigate, I like it.
K
by K####:
by K####:
App has stopped working months ago. Uninstalled then re-installed, no success.
B
by B####:
by B####:
App just quit working. Shut down at login.
K
by K####:
by K####:
App no longer allows me to login into retirement accounts. Reset the password on full site, but still not allowed in the app and the app locks my account. Uninstalling and complaining to my agent.
U
by U####:
by U####:
All accounts listed, all with $0 values.
K
by K####:
by K####:
Used to be just as good as full site but now having log in problems with log in with app on both on apple and android. Full site works fine. Booo
K
by K####:
by K####:
Does exactly what I need. Thanks James and Peter : )
K
by K####:
by K####:
Very well done app; I do not make trades personally with RJ as I have them manage my accounts, so I cannot speak to that aspect. App is quick, well organized, and very thorough as it presents complete account and individual security details along with charts. Only giving 4-stars as they would need to provide a way to remember at least the login id - as well as providing real-time quotes (15 minute delayed available). My Schwab and TDA app's provide this and I've come to expect it. Good work.
M
by M####:
by M####:
RJF
M
by M####:
by M####:
Very well done app; I do not make trades personally with RJ as I have them manage my accounts, so I cannot speak to that aspect. App is quick, well organized, and very thorough as it presents complete account and individual security details along with charts. Only giving 4-stars as they would need to provide a way to remember at least the login id - as well as providing real-time quotes (15 minute delayed available). My Schwab and TDA app's provide this and I've come to expect it. Good work.
J
by J####:
by J####:
Great app!
A
by A####:
by A####:
Works well, but very limited. I mostly want activities and delayed quotes for combined accounts, as you can get on full site. But when you choose full site, you have to log in all over. Better just to use the full site in the first place.
Y
by Y####:
by Y####:
Cant log in....I presume it is because im from Canada. Therefore 1 star. If im wrong then someone needs to help me because ive logged in on the website but not this app.
M
by M####:
by M####:
At least add it to the description so us Canadians are wasting time downloading this
L
by L####:
by L####:
War
Y
by Y####:
by Y####:
RJF
Q
by Q####:
by Q####:
Used to be just as good as full site but now having log in problems with log in with app on both on apple and android. Full site works fine. Booo
N
by N####:
by N####:
OK until today. Cannot login using app. All is well on full website. Must be an app glitch.
X
by X####:
by X####:
RJF
L
by L####:
by L####:
Still prefer using a Web browser over the app. Doesn't give daily price change for the portofolio as a whole. UI is pretty basic.
T
by T####:
by T####:
Does exactly what I need. Thanks James and Peter : )
T
by T####:
by T####:
It appears that this app is for US accounts only. I have web access to my RJltd accounts on my computer, but no where does this app state that it does not work for Canadian accounts. I just spent 15 minutes on the phone with the help line to figure that out. Because that is not obvious either from the play store description, or from the app itself, I have to give it a bad rating.
P
by P####:
by P####:
So far works good. Won't blow you away though.
T
by T####:
by T####:
Very well done app; I do not make trades personally with RJ as I have them manage my accounts, so I cannot speak to that aspect. App is quick, well organized, and very thorough as it presents complete account and individual security details along with charts. Only giving 4-stars as they would need to provide a way to remember at least the login id - as well as providing real-time quotes (15 minute delayed available). My Schwab and TDA app's provide this and I've come to expect it. Good work.
O
by O####:
by O####:
This is exactly what I was looking for to access my Raymond James account on the go. Before this app was released I tried to view my accounts in my mobile browser and the pages were hard to read and not optimized for my small phone. This app makes for such a great user experience! Everything is easy to read and the navigation is wonderful. The only thing missing is Funds Transfer and Bill Pay ;) Congratulations to all of the grunts that put this together. Thanks for the great app and keep up the good work!
T
by T####:
by T####:
I've been waiting for this for a few years now. Glad to see it's finally out! Works for what I need it for. Thanks guys!
T
by T####:
by T####:
The app is a major disappointment. No Bill Pay, No Transfers, and MOST importantly NO REMOTE DEPOSIT. So I'll continue to use my Credit Union for the bulk of my Banking and RJ just for parking investment funds.
T
by T####:
by T####:
Loads quick, see my balance right up front.
G
by G####:
by G####:
Still prefer using a Web browser over the app. Doesn't give daily price change for the portofolio as a whole. UI is pretty basic.
U
by U####:
by U####:
Does exactly what I need. Thanks James and Peter : )
U
by U####:
by U####:
It appears that this app is for US accounts only. I have web access to my RJltd accounts on my computer, but no where does this app state that it does not work for Canadian accounts. I just spent 15 minutes on the phone with the help line to figure that out. Because that is not obvious either from the play store description, or from the app itself, I have to give it a bad rating.
O
by O####:
by O####:
So far works good. Won't blow you away though.
U
by U####:
by U####:
Very well done app; I do not make trades personally with RJ as I have them manage my accounts, so I cannot speak to that aspect. App is quick, well organized, and very thorough as it presents complete account and individual security details along with charts. Only giving 4-stars as they would need to provide a way to remember at least the login id - as well as providing real-time quotes (15 minute delayed available). My Schwab and TDA app's provide this and I've come to expect it. Good work.
H
by H####:
by H####:
This is exactly what I was looking for to access my Raymond James account on the go. Before this app was released I tried to view my accounts in my mobile browser and the pages were hard to read and not optimized for my small phone. This app makes for such a great user experience! Everything is easy to read and the navigation is wonderful. The only thing missing is Funds Transfer and Bill Pay ;) Congratulations to all of the grunts that put this together. Thanks for the great app and keep up the good work!
U
by U####:
by U####:
I've been waiting for this for a few years now. Glad to see it's finally out! Works for what I need it for. Thanks guys!
U
by U####:
by U####:
The app is a major disappointment. No Bill Pay, No Transfers, and MOST importantly NO REMOTE DEPOSIT. So I'll continue to use my Credit Union for the bulk of my Banking and RJ just for parking investment funds.
U
by U####:
by U####:
Loads quick, see my balance right up front.
Q
by Q####:
by Q####:
Awesome app Does exactly what I need. Thanks James and Randy : )
X
by X####:
by X####:
Great I've been waiting for this for a few years now. Glad to see it's finally out! Works for what I need it for. Thanks guys!
by K####:
I don't know why some junior exec thinks he has to fix something just for the sake of fixing it. The original ste worked fine. Now I can't do half the things I used to do.Congrats on destroying something that worked just fine before. If you think it will get u noticed...Surprise it did! For the worse I hope!