Enrollment for Client Access

Complete the sections below to enroll in Client Access.
  • Personal Information
  • Password & Security
  • Notifications & Delivery

1a. Provide Personal Information

Email notifications regarding security, passwords, and usernames will be sent to this email address. Excluding Raymond James Trust or Raymond James Bank account numbers.
Raymond James uses your Social Security number to verify your identity and ensure you have access to the correct accounts. Additionally, it helps us protect you against unauthorized access and viewing by other sources.

If you used a different ID type to open your account, such as a Taxpayer Identification or Passport number, select from the Document Type dropdown.

NOTE: You must use the same form of identification you used when you opened your investment account. If you do not know which identification you used, contact your financial advisor or Client Access support.

1b. Agree to terms & Conditions

Click the NEXT button.


If you have questions or are having difficulties accessing your account information, please view our FAQs Page.
Call Raymond James Client Access support at 877-RJ-ACCESS (877-752-2237)


For technical support:
  • Monday through Friday: 8 a.m. to 9 p.m. ET (excluding holidays)
  • Saturday and Sunday: 8 a.m. to 5 p.m. ET (excluding holidays)

For client service, comments and suggestions:
  • Monday through Friday: 8 a.m. to 9 p.m. ET (excluding holidays)