Home Client Resources Enroll in Online Client Access

Enroll in Online Client Access

Home Client Resources Enroll in Online Client Access

Enroll in Online Client Access

by Jeff Coplan

Enroll

Enrolling in Client Access takes about 4-5 minutes and involves three main steps. With your account, you’ll have convenient, secure access to your Raymond James accounts. You can monitor your assets from any computer or mobile device, and you’ll have the ability to upload and share documents using the Vault option with Integrity Wealth.

How do I get started?

You can access Client Access in the top right corner of this website.  First time users will click on the “Enroll in Client Access” link. Follow the following steps to finish your account set up:

  1. To enroll in Online Access, visit the website at https://investoraccess.rjf.com/ or access it from the far right menu tab of our website. First time users will need to click on the “Enroll in Online Client Access” drop down selection.
  2. Once you have clicked on the “Enroll in Client Access” button, it will lead you to a page of information for you to provide to set up your account. You’ll need your Raymond James brokerage account number, which we can provide if you do not have it. For added security, an authorization code will be sent to your primary phone number associated with your account to continue enrollment. We can update this number if needed, since it has to be a cell number.
  3. Set up your notification/document delivery email address and your preferred delivery method for account statements, annual reports.

*If you have more than one person in your household, you will each need to complete steps 1-3!

Feel free to call our office if you have questions about your Online Client Access account. We look forward to working with you!