Online Account Access

Client Access enables you to view your holdings, valued at the previous business day’s closing price, detailed at the account level as well as with a consolidated total where you have multiple accounts.

You are also able to view transaction information for the last two years, including any cash transactions such as buys and sells, cash dividends and cash transfers. Likewise, tax reports together with the usual quarterly valuations are accessible via the site.

Log in to your account here

Please note that the above link will direct you to the account login page on the Raymond James website

RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc.

Issued by Mosaic Money Management. Mosaic Money Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered Office Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.
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