Client Access

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Client Access is a secure, online dashboard where you can link all of your financial activities helping you keep control of your financial life. Using one simple login, you can access all of your accounts in real-time. This allows you to:

  • Plan and monitor goals
  • Pay bills and transfer funds
  • Take shareholder actions
  • Aggregate all of your financial accounts, even if they are not held at our firm
  • View your portfolio information as it is continuously updated throughout the day
  • Access cost basis information and recent transactions by account, and view upcoming activity such as dividend payments.
  • View your statements, trade confirmations, and tax reporting documents online and choose which documents you wish to receive electronically or via mail
  • Digitally store your important papers and legal documents in a safe, secure electronic vault

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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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Centennial State Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services