Client Access: What You Should Know

Client Access is a Raymond James portal that allows you to access all your documents online, 24/7. Click here to learn more about Client Access.

Enrolling in Client Access

• Save $25/year by choosing e-delivery instead of paper
• You will need your RJ account number to enroll
• Switch to paperless delivery on any or all RJ documents
• View documents, tax reports, accounts, and more
• Avoid overstuffed mailbox since some docs are over 100 pages
• Receive tax reports electronically as soon as available instead of waiting on mail to be delivered
• Have ability to quickly send electronic copy of tax reports to your accountant

Have You Logged into Client Access in the Last Six Months?

If you have enrolled in Client Access and elected paper delivery for RJ documents, but haven’t logged in in the past 6 months, document delivery will automatically revert back to paper delivery.  This is because it appears you are not receiving documents since you haven’t logged in in over 6 months.  To avoid this, you simply need to log in to Client Access at least every 6 months!

Log in here:

https://clientaccess.rjf.com/

Select ACCOUNT SERVICES > CLIENT TOOLS

Then choose e-delivery for the documents of your choosing.

Have Client Access, But Still Receiving Paper Delivery?

Log in to Client Access

Select ACCOUNT SERVICES > CLIENT TOOLS

Elect e-delivery for each type of document of your choosing

Need Help with Client Access?

1-877-RJ-ACCESS (1-877-752-2237)

Call our Client Access experts who will be happy to walk you through anything you need- enrolling, choosing e-delivery, usernames, etc!  And, they’re available 7 days a week!

Client Access Help Hours

Monday – Friday:  8am – 9pm EST

Saturday – Sunday:  8am – 5pm EST

I’d like to authorize another member of my mail packet to manage document delivery options on my accounts

Form 1128 offers a simple way to authorize another member of your mail packet, such as a spouse, to manage document delivery options on your accounts.

Benefits

Having a signed Form 1128 on file enables you to delegate document delivery preferences across accounts in a linked relationship to another member of your mail packet. Clients can view all accounts in any mail packet where they are listed as the primary tax-reporting holder on at least one account. This can help reduce the number of mixed elections due to ownership constraints such as spouse-owned IRAs.

While the eSignature-enabled Form 1128 permits you to authorize another person to manage your document delivery options, it does not grant any of the additional powers conferred by a limited power of attorney. Clients who would like to have a spouse or other person manage their document delivery elections, but are not comfortable granting a power of attorney, may prefer the more limited option offered by this form.

Clients with a Form 1128 on file who receive their documents electronically need not worry that they will be reverted to paper documents as required by the Online Document Review Policy if they do not sign in to Client Access for more than six months. Their paperless elections will remain in place as long as the person granted authority to manage their document delivery elections meets the login frequency requirement.

If you want to sign Form 1128, contact Cindy and let her know at [email protected].

I don’t want Client Access, but would like my RJ Documents emailed to me

If you would like your RJ Documents emailed to you, but do not want the features and capabilities by enrolling in Client Access, you can sign a form to receive e-delivery only.  Let Cindy know at [email protected]