Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

SWMG Client Tools & Resources

Learn how to access your online Raymond James Client Access and more.

Setting up Enrollment

Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity. Click here to get started.

Adding External Accounts

See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.

Sorting and Filtering the Portfolio Page

View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you. Click here to get started.

Setting Up Paperless Delivery

Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.

Customizing the Summary Page

Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more. Click here to get started.

Locating Documents

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.

Sharing Files in Vault

Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.

Setting Up Enhanced Authentication

Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password. Click here to get started.

Using Enhanced Authentication

The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in. Click here to get started.

Making a Mobile Deposit

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group 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 our office for information and availability. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure

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