RJ Investor

RJ Investor


With the Investor Access app, you’ll have easy, secure access to your Raymond James brokerage account. The most-common features you enjoy on the desktop version of Investor Access have now been optimized for your mobile device, so you can tap into your financial information wherever and whenever you need it. The free app lets you securely manage your investment portfolio and access up-to-the-minute market information.

Features

To use Raymond James Investor Access, you must first be enrolled through the desktop version of the site. The app allows you to view a quick account summary and market snapshot of your holdings. Details you’d find in Investor Access are now available on your mobile device, including:

• The account summary offers an at-a-glance look at account information, balances and a direct link to your full portfolio. You can also see details such as change since last statement, your prior statement, and current and year-end balances.

• On the portfolio screen, you can view a breakdown of your holdings with links to additional market information. You can also view daily price changes, quantity held, delayed prices, estimated annual income and yields, as well as amount invested.

• You can also view account activity for the past week or up to 25 transactions. A “show more activity” link allows you to browse for additional activity.

• The market snapshot screen offers a quick view of a security’s performance and price and volume history.

• In-app ability to contact your financial advisor. Your advisor’s contact information is easily accessible, so you can reach out quickly with any questions you may have.

Protecting your financial information is a top priority for Raymond James. That’s why our mobile app was designed to keep this critical data safe. Raymond James Investor Access requires a unique username and password to access your personal information. We also use encryption technology to transmit your information to our networks and safeguard your data from unauthorized access.
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Free
83
4.2
User ratings
40
Installs
5,000+
Concerns
0
File size
520 kb
Screenshots
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About RJ Investor
With the Investor Access app, you’ll have easy, secure access to your Raymond James brokerage account. The most-common features you enjoy on the desktop version of Investor Access have now been optimized for your mobile device, so you can tap into your financial information wherever and whenever you need it. The free app lets you securely manage your investment portfolio and access up-to-the-minute market information.

Features

To use Raymond James Investor Access, you must first be enrolled through the desktop version of the site. The app allows you to view a quick account summary and market snapshot of your holdings. Details you’d find in Investor Access are now available on your mobile device, including:

• The account summary offers an at-a-glance look at account information, balances and a direct link to your full portfolio. You can also see details such as change since last statement, your prior statement, and current and year-end balances.

• On the portfolio screen, you can view a breakdown of your holdings with links to additional market information. You can also view daily price changes, quantity held, delayed prices, estimated annual income and yields, as well as amount invested.

• You can also view account activity for the past week or up to 25 transactions. A “show more activity” link allows you to browse for additional activity.

• The market snapshot screen offers a quick view of a security’s performance and price and volume history.

• In-app ability to contact your financial advisor. Your advisor’s contact information is easily accessible, so you can reach out quickly with any questions you may have.

Protecting your financial information is a top priority for Raymond James. That’s why our mobile app was designed to keep this critical data safe. Raymond James Investor Access requires a unique username and password to access your personal information. We also use encryption technology to transmit your information to our networks and safeguard your data from unauthorized access.

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User reviews of RJ Investor
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Android Market Comments
A Google User
Dec 24, 2013
Nice So far works good. Won't blow you away though.
A Google User
Nov 26, 2013
Alright Still prefer using a Web browser over the app. Doesn't give daily price change for the portofolio as a whole. UI is pretty basic.
A Google User
Oct 24, 2013
Does not work for RJ Ltd accounts It appears that this app is for US accounts only. I have web access to my RJltd accounts on my computer, but no where does this app state that it does not work for Canadian accounts. I just spent 15 minutes on the phone with the help line to figure that out. Because that is not obvious either from the play store description, or from the app itself, I have to give it a bad rating.
A Google User
Jan 18, 2013
Awesome app Does exactly what I need. Thanks James and Peter : )
A Google User
Jan 18, 2013
Awesome app Does exactly what I need. Thanks James and Peter : )