Client Access4.20.5 - App Store
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Publisher Description
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.
Version History Performance enhancements and bug fixes 4.20.5 Sep 4 Performance enhancements and bug fixes 4.19.9 Jun 26 Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides
• Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.0 05/10/2024 • 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 4.9.0 03/22/2024 • 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 4.8.1 02/15/2024 • Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023
About Client Access
The company that develops Client Access is Raymond James Financial, Inc.. The latest version released by its developer is 4.20.5.
To install Client Access on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Client Access as malware if the download link is broken.
How to install Client Access on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Client Access is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Client Access is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 4.20.5
posted on 2026-10-14
Version History Performance enhancements and bug fixes 4.20.5 Sep 4 Performance enhancements and bug fixes 4.19.9 Jun 26 Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides
• Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.0 05/10/2024 • 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 4.9.0 03/22/2024 • 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 4.8.1 02/15/2024 • Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023
version 4.20.5
posted on 2026-09-05
Version History Performance enhancements and bug fixes 4.20.5 3h ago Performance enhancements and bug fixes 4.19.9 Jun 26 Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides
• Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.0 05/10/2024 • 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 4.9.0 03/22/2024 • 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 4.8.1 02/15/2024 • Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023
version 4.19.9
posted on 2026-08-26
Version History Performance enhancements and bug fixes 4.19.9 Jun 26 Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides
• Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.0 05/10/2024 • 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 4.9.0 03/22/2024 • 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 4.8.1 02/15/2024 • Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023 - 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 4.6.2 11/03/2023
version 4.19.9
posted on 2026-07-01
Version History Performance enhancements and bug fixes 4.19.9 4d ago Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides
• Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.0 05/10/2024 • 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 4.9.0 03/22/2024 • 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 4.8.1 02/15/2024 • Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023 - 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 4.6.2 11/03/2023
version 4.19.5
posted on 2026-06-12
Version History Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides
• Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding
• Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen
• Bug fixes and performance enhancements 4.10.0 05/10/2024 • 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 4.9.0 03/22/2024 • 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 4.8.1 02/15/2024 • Updates to default sorting orders
• View your goal plan (if applicable) under Planning in the More menu
• Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard
• Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023 - 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 4.6.2 11/03/2023 - 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 4.6.1 10/29/2023
version 4.19.0
posted on 2026-03-06
Performance enhancements and bug fixes
version 4.18.0
posted on 2025-09-11
Sep 11, 2025
Version 4.18.0
Performance enhancements and bug fixes
version 4.17.0
posted on 2025-06-20
Jun 20, 2025
Version 4.17.0
Performance enhancements and bug fixes
version 4.16.1
posted on 2025-05-16
May 16, 2025
Version 4.16.1
Performance enhancements and bug fixes
version 4.16.0
posted on 2025-03-28
Mar 28, 2025
Version 4.16.0
Performance enhancements and bug fixes
Disclaimer
Official App Store Link
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