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The Converse Team - Meet the Team 1

THE CONVERSE TEAM

CLIENT ACCESS AND LOGIN

RAYMOND JAMES ACCOUNT LOGIN

Raymond James Client Access is an online service that provides you with secure and convenient access to your accounts, statements, trade confirmations, and tax reporting documents.

eMONEY CLIENT ACCOUNT LOGIN

eMoney is a financial planning website that allows you to view all of your accounts in one user-friendly location. 

RAYMOND JAMES CLIENT ACCESS - HOW TO VIDEOS

Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It's all part of our commitment to helping you seamlessly manage your financial life.

SETTING UP ENROLLMENT

Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity.

SORTING & FILTERING
PORTFOLIO PAGE

View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you.

LOCATING DOCUMENTS

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab.

SETTING UP ENHANCED
AUTHENTICATION

Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password.

MAKING A MOBILE DEPOSIT

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet.

SETTING UP PAPER DELIVERY

Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment.

CUSTOMIZING THE SUMMARY PAGE

Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more.

SHARING FILES IN VAULT

Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. 

USING ENHANCED
AUTHENTICATION

The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in.

ADDING EXTERNAL ACCOUNTS

See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts.

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