Flint, MI Financial Advisory Firm
Client Materials
Tips for Using Raymond James Online Tools
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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.
Michigan
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions
"Leave Nothing
To Chance."
Florida
712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives 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 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.
Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Important Disclosure