Resources | Singleton Peery Financial

Client Resources

Login to access your Raymond James accounts.

Discover the ease and convenience of having online access to your Raymond James accounts.

Tips and troubleshooting for client access accounts.

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

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

Frequently asked questions for Raymond James Client Access accounts.

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

I forgot my username and/or password. How can I retrieve it?

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

What are the primary features of Client Access?

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^®.

In my account information secure?

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.