Video Tutorials

Add External Accounts with Account Aggregation

In this tutorial you will learn how to add and view external accounts through your Raymond James Client Access online login.

How to access and use the Secure File Uploader

In this video tutorial you will learn how to use Macco Financial's online file updloader. Commonly used by clients and prospective clients, this uploader provides an easy outlet to provide 401(k), social security statements etc.

Document Delivery Preferences in Client Access

This video will assist you in changing your document delivery preferences in Client Access. You can toggle between paper and electronic document delivery.

View and modify your Goal Planning and monitoring recommended Scenario

This client access video tutorial walks through the Goals tab in client access which allows clients to view and make “what if” changes online.

Upload & Download Files through “The Vault”

In this tutorial you will learn how to access Vault via Raymond James Client Access to upload and download documents.