Exciting news! We would like to share the features of JMG/Raymond James Client Access for you to access and view your accounts online.

The below will detail the following items:

  • Online account set-up via Client Access
  • Client Access Demo Videos
  • Client-Initiated Aggregation
  • Vault
  • Mobile App.

Please click the following link for our Peek Inside Client Access Video that quickly highlights a few details about Client Access.

We have established your accounts for you to view online in Client Access. You will receive an email from Client Access to complete the enrollment process. Please note the enrollment link will expire after five days. Client Access is a secure website that offers you access to all of your Raymond James/JMG investment accounts, making the everyday management of your financial plan more convenient. Rest assured, your online information is kept private and secure using protocols standard in our industry. For Client Access, please visit www.jmgwealth.com and click on the box at the top labeled ‘Client Access’. We recommend bookmarking/pinning our website for easy access.

Within Client Access, there is Client-Initiated Aggregation, which allows you to link outside financial institutions through Client Access. Types of accounts we recommend linking are 401k, banks, credit card companies, and brokerage firms, among other institutions. You also can manually enter assets such as jewelry, collectibles, cars, and real estate for a complete view of all your assets. This allows your “external accounts” to be viewed in Client Access, providing you a holistic view of your financial life – all in one place. We will be able to see this comprehensive view of your accounts, and this enables us to work together more effectively to manage your finances. Please click on the following link for How To Link Outside Accounts.

As we all look for ways to simplify our record-keeping, I want to remind you that you can choose to receive your documents electronically through Client Access. With electronic delivery, your documents are securely stored in one place, where you can find them whenever you need them. And we email you each time a new document is available, so you don’t have to worry about missing important updates.  Please click on the following link for How To Set-Up E-Delivery.

Also, within Client Access is a feature called Vault. Vault is a free and powerful tool that keeps your important information in one place under multiple layers of digital protection. With Vault, you can securely upload, store, and organize digital copies of vital files through Client Access – from financial statements and planning documents to passports and photos of valuable assets. We also have the ability to securely drop reports, documents, etc. into Vault for your review. Please click on the following link for How To Use VAULT.

Lastly, we invite you to explore the Client Access Mobile App. The most commonly used features available on the desktop version have been optimized for select smartphones. The Client Access Mobile App offers easy, secure access so you can tap into your financial information just about anywhere. The free mobile app lets you securely access your investment portfolio and market information.

We are also available if you would like to schedule a call to assist you in linking your outside accounts to Client Access.

Questions? Please let us know.

Posted in Your Legacy - Our Playbook