02 Jul 2021 Written by João Nogueira

The following guide explains:

  • Where to find the information in order to log into the Raymond James portal.
  • How to log into the Raymond James portal.
  • How to use the Raymond James portal.

Where to find the information in order to log into the Raymond James portal.

In order to access the Raymond James portal you will require:

  • Your user ID.
  • Access to the registered mobile phone number you provided when setting up your accounts.
  • Your password.

Your user ID

This is an 8 digit number, which typically begins with a (“0”), you will find this on the welcome email which Raymond James will send directly to you once your account(s) are open.

Registered phone number

This is in order to verify you are the intended user through two-factor authentication, which will be explained later.

Your password

You will be requested to set your password up as part of the welcome email provided by Raymond James, the password requirements are:

  • Must contain between 9 – 32 characters.
  • Must contain at least one uppercase character.
  • Must contain at least one number.
  • May contain special characters.

In the event you forget your details, please reach out to your adviser and they will be able to provide you with your user ID or send you a “reset password” email.

Two-factor Authentication

In order to safeguard your data, Raymond James uses a Two-factor Authentication service, which means they require you to prove you are the intended user by two means.

This is typically your usual password and a second (“Security Code”) sent to the registered phone number you provided when setting up your accounts.

After successfully entering your usual password, you will be presented with the following screen

Once you press “Send Code”, you will receive a text to the registered phone number containing a 6-digit numerical code.

Input this code, into the (“Security Code”) text box and you will be put through t the (“Client Summary”) page in which you will be able to review details of your accounts held with Raymond James including current funds, individual fund performance, transaction history and the asset allocation of your accounts.