Enrolling in Client Access

Setting Up Client Access

1. Go to www.clientaccess.rjf.com

2. Click on the button labeled “Enroll in Client Access”

3. Fill in the necessary information for under heading 1A.

4. Create your password

5. Under the Notifications and Delivery section, select the option that states you want to receive all your account documents online only.

6. Finish your submission

If you are setting up your Client Access for the first time, this should satisfy the request. If you have set up Client Access previously, proceed to the next section

Setting Up Online Document Delivery

1. After logging in to your account on Client Access, navigate to the “Documents” tab at the top of the page.

2. Next, select the option that says “Change Statement Delivery Preferences”. This is hard to see. If you see the box that says “Most Recent”, the “Change Statement Delivery Preferences” option is directly at 3:00.

3. Select the option that says “I want to receive all my account documents online only (which may include statements for deposit accounts and loan accounts held at Raymond James Bank, as applicable).”

4. Select “Save”

5. I want to receive all my account documents online only (which may include statements for deposit accounts and loan accounts held at Raymond James Bank, as applicable).