Client Resources

Login Help

Tips and troubleshooting for client access accounts.

Forgot - Password Reset

Reset your client access password online or contact Investor Access Support at 877-RJ-ACCESS (877-752-2237).

Contact Us

Contact us by phone 307-732-6652 or visit us at the office 170 East Broadway Suite 100D, Jackson, Wyoming.

Privacy/Security

At Raymond James, we recognize the trust you place in us when you disclose personal information.

Helpful Resources

FAQ

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Investor Access/
Privacy and Security/

Select Forgot your username? or Forgot your password? on the Sign In page.

Client Access provides you with secure and convenient access to access to all your Raymond James accounts. The easy-to-use format enables you to:

  • View your portfolio, which is continuously updated throughout the day.
  • View cost basis information, recent transactions by account and upcoming activity, such as dividend payments.
  • View relevant news about your investments.
  • Access Raymond James’ award-winning equity research.
  • View statements, trade confirmations, and tax reporting documents online.
  • Suppress the mailing of paper statements, trade confirmations, and shareholder communications.
  • Download transactions to Intuit Quicken®.

Yes. Investor Access uses several different measures to protect your information.

  • Your own unique password
  • Your own login ID
  • Security questions that you must answer correctly to proceed
  • 128-bit Secure Sockets Layer (SSL) encryption technology. Encryption is a method of scrambling data to prevent unauthorized users from viewing or tampering with it as it is transmitted over the Internet.

For additional protection, your session will end automatically after 20 minutes of inactivity.

Learn more about how you can help keep your information secure by reviewing Raymond James’ privacy and security information.

© COPYRIGHT | SINGLETON PEERY FINANCIAL Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Singleton Peery Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.