Raymond James Client Access is more than just a tool for viewing a summary of your accounts. You can do as much as view the entirety of your portfolio, anytime from anywhere. You can access cost basis information, recent transactions and any upcoming activity.
The Benefits of Client Access
- You can download account activity directly into your tax software to make filing your taxes easier.
- You can add external accounts held at other firms so that you can view all of your accounts in one place.
- You can also allow access your CPA, attorney or family member if you wish.
- You can decrease annual fees by going paperless.
- You can view from the app or on a laptop or desktop.
- You can store sensitive documents in the vault.
Have You Accessed Your Client Access Portal?
Now that you are aware of all of the tools available to you through your Raymond James Client Access, it will help you keep an eye on your financial plan to ensure you are meeting your goals. The information provided in the portal will help you prepare for meetings with your Wentz Financial advisor as well. If you need help using Client Access or need more information, please contact XXXXXXXXX.