Raymond James | Client Access | Enrollment for Client Access

Complete the sections below to enroll in Client Access.

Personal Information
Password & Security
Notifications & Delivery

1a. Provide Personal Information

First Name Last Name Date Of Birth Account Notification Email Address Email notifications regarding security, passwords, and usernames will be sent to this email address. Brokerage Account Number Excluding Raymond James Trust or Raymond James Bank account numbers.

Document Type

Social Security Number

Government Passport Number

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

I have read and agree to the Client Access Terms and Conditions.

Click the NEXT button.

CLIENT SUPPORT

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)

Hours

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)