About Client Access
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit...
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
Mar 22, 2024
Version 4.9.0
• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
• Add/remove items to your Watch List, accessible via Market Research in the More menu
• Bug fixes and performance enhancements
Previous Versions
Here you can find the changelog of Client Access since it was posted on our website on 2021-12-14 11:34:12.
The latest version is 4.9.0 and it was updated on 2024-04-19 22:23:25. See below the changes in each version.
Client Access version 4.9.0
Updated At: 2024-03-22
Changes: Mar 22, 2024
Version 4.9.0
• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
• Add/remove items to your Watch List, accessible via Market Research in the More menu
• Bug fixes and performance enhancements
Client Access version 4.8.1
Updated At: 2024-02-15
Changes: Feb 15, 2024
Version 4.8.1
• Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity
• Bug Fixes and Performance Enhancements
Client Access version 4.7.1
Updated At: 2023-12-15
Changes: Dec 15, 2023
Version 4.7.1
• Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard
Client Access version 4.7.0
Updated At: 2023-12-08
Changes: Dec 8, 2023
Version 4.7.0
• Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard
Client Access version 4.6.2
Updated At: 2023-11-03
Changes: Nov 3, 2023
Version 4.6.2
- Updated view for the Accounts screen
- Create and edit account groups from the Accounts screen
- Sort on-screen information on both the Portfolio and Activity screens
Client Access version 4.5.0
Updated At: 2023-09-08
Changes: Sep 8, 2023
Version 4.5.0
- Updated iPad views for Portfolio and Dashboard
- Updated iPhone view for Portfolio
- Enable and disable Face/Touch ID in app under Client Tools
- View Raymond James Bank products in the More menu, if applicable
Client Access version 4.4.0
Updated At: 2023-06-30
Changes: Jun 30, 2023
Version 4.4.0
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
Client Access version 4.3.0
Updated At: 2023-06-23
Changes: Jun 23, 2023
Version 4.3.0
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
Client Access version 4.1.10
Updated At: 2023-05-05
Changes: May 5, 2023
Version 4.1.10
We update our app regularly to provide a better experience and improve overall performance. Please keep automatic updates turned on to make sure you’re always using the most current version of the app.
Client Access version 4.1.0
Updated At: 2023-04-14
Changes: Apr 14, 2023
Version 4.1.0
The latest version of Client Access released in March 2023 brings more clarity and efficiency to the app and all its functions, making it more user friendly. Enjoy a revamped user interface with enhanced functionality, personalization and security, and simplified navigation and usability.
Disclaimer
Official App Store Link
We do not host Client Access on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Client Access is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
