How To Videos

Tech tools can sometimes feel a little overwhelming. There’s a portal or an app for just about everything these days. So, why take the time to get to know Client Access? There’s a lot more than your portfolio value waiting for you once you log in. Check out all you can do and find inside…

Forget the envelopes and stamps – there’s an easier way to make deposits into your investment accounts. Grab your smartphone and watch this video. We’ll show you how to download the Raymond James Client Access app, log in, and get started making your deposits faster and easier. If you’ve never made a mobile deposit, don’t…

In today’s era of online communication, making sure we keep your personal information safe has never been more important. And thanks to cybercrime, sending that personal information through a traditional email could compromise your security. That’s why you may receive a “Secure Message” from our office. Instead of seeing a message from us when you…

You might be hundreds or even thousands of miles from us when we need to meet – or you might just be so busy that stopping by our office isn’t an option. Either way, we can have a meeting with Zoom that still gets us face to face, despite the miles. If you haven’t used…

We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are. Watch how it works and then get your mobile phone ready. You’ll need it for the first security step of the process when we…

Ready to put your full financial picture together? Client Access can help. Once you log on, we’ll show you how to find the place to link your outside accounts to your Raymond James account. When you do it, you’ll get a snapshot of all your finances, not just the accounts we’re helping you manage. Before…

Did you know there’s safe, behind-the-firewall cloud storage inside Client Access? It’s a way for us to securely deliver documents to you. And you can use it to send us important documents too. In this video, we’ll walk you through finding the Vault inside Client Access and show you exactly how to use it. Ready…

We have a great tool for you to access your account information. The Client Access portal link is right on our homepage. When you click it, you’ll be able to set up a username and password and then you’re in. Want a little guidance getting started? Watch this 1-minute video and see exactly how to…

When you access the e-Money portal for the first time, you’ll discover financial tools are only a mouse click away. But before you can get started, we’ll need to send you a link that requires a few authentication and security steps. Watch this video first and find out exactly what you need to do to…

A file system is great. A safety deposit box or fireproof box has benefits. But you can’t take any of those with you when you’re on the go. Did you know that within the eMoney portal is a place for you to securely store and organize all your important documents? Find out how to get…