FOR CURRENT CLIENTS

Your financial life.
One secure view.

Access your Raymond James accounts, statements, tax documents, secure Vault, and more through Client Access.

You’ll continue to Raymond James to enter your credentials. AX Planning does not receive or store your login information.

CLIENT RESOURCES

Everything you need to access and use your accounts.

Whether you are signing in, enrolling for the first time, or looking for help, these links take you directly to official Raymond James resources.

NEW USER

Enroll in Client Access

Set up secure online access. You will need your Raymond James brokerage account number and information that confirms your identity.

Start enrollment ↗

NEED A HAND?

Login help & support

Get help with a forgotten username or password, enhanced authentication, or other Client Access questions.

Get support ↗

LEARN THE TOOLS

Client Access tour

Explore account views, documents, paperless delivery, the secure Vault, mobile access, and other useful features.

View the tour ↗

QUESTIONS?

We’re still your first call.

If something does not look right or you are unsure where to find it, contact Michael directly. Technology should make your financial life easier—not give you another thing to troubleshoot alone.