Convenience and connectivity for our clients

This is the one place to gain access to all of your online account needs and turnkey solutions. We have made it easy to access and discover the many opportunities available to you here, in partnership with your financial advisor. Feel free to explore all the ways we can help.

E-delivery

Go paperless and receive all of your financial documents electronically. You have the flexibility to select monthly, quarterly or annual statements for e-delivery. The information is encrypted and password-protected, and you can always print a copy whenever you need one.
Entertainment is a click away

Client Access tutorial videos

Watch these videos to learn new ways to connect to your accounts anytime, anywhere. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It’s all part of our commitment to helping you seamlessly manage your financial life.
mobile phone

Client Access mobile app

Once enrolled in Client Access, enjoy an optimized mobile experience to conveniently tap in to your financial information wherever and whenever you need it. The app is available in Apple’s App Store and the Google Play store.

Download on the App Store Get it on Google Play

File sharing via Vault

Securely store, protect and share digital copies of your most important documents – from financial statements and legal agreements to passports and photos of your valuable assets. Vault puts it all right at your fingertips and easy to share with your advisor. And with the ability to upload, download and add comments to the files you place in Vault, you can work directly with your advisor from your own computer.

Information and insight

A look at life and finance from every angle. We bring together the latest information, ideas and insights to help you make the most of your life’s many meaningful pursuits.

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
Start the new year right by reviewing and revamping your financial plan.
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Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Wormeli Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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