Online Account Access

The secure online site, Client Access, provides you with a convenient way to access up-to-date investment information on your accounts in a straightforward format – 24 hours a day, 7 days a week – via any computer, smart phone or tablet.

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 and will open a new tab or window.

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 Investment Services Limited 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 St, London EC2Y 9LY. Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc.