App Store
Version 4.20.5 · 2026-09-04
Performance enhancements and bug fixes
Client Access gives you a powerful, convenient and secure way to view your ac…
Raymond James FinancialToo little checked to say Store information only. We haven’t analysed this app or read its reviews yet.
Not yet tested.
The store currently lists version 4.20.5, updated 2026-09-04.
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.
From the developer’s store description.
For developers and the curious
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Supporting measurements: not a complete list of possible harms or positives. Measurement vocabulary 1.4 · how these are measured
Not yet tested. No analysis has been run for this app, so there is no version or date to report.
Each store’s release notes, as the developer wrote them. They are the developer’s words, not ours.
Performance enhancements and bug fixes
client-accessWhat the stores publish. Store ratings are the stores’ numbers, not Appworthy’s, and are never averaged across stores.
No itemized purchase list is available for this listing.
Not yet tested. No analysis has been published for this app, so there is no method to describe for it yet. A missing label is not a clean bill of health: it means nothing has been read, not that nothing is wrong.
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