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raymond james | client access

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investor access updates

The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.

The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.

As part of our ongoing efforts to improve your online experience, the look, feel and functionality of Investor Access has been updated. The website is now responsive, meaning it will look great and work well on any device, whether that be a PC, Mac, laptop, tablet or mobile device. View Client Access FAQs here or read on to learn more about navigating the new site.

raymond james | life well planned

The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.

The only truly interactive portfolio management system for financial institutions, eFolio allows you to interact with your portfolio online -- sorting, strategies, inventories, research, swaps and more.

While you may not be closing on a business deal and taking your mother and daughter on a once-in-a-lifetime adventure your life is just as unique. Backed by sophisticated resources, a Raymond James financial advisor can help you plan for whats important to you.