Raymond James - Client Access (edited)

DGay Member

the url to access client data is: https://clientaccess.rjf.com/

1 votes

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @DGay, thanks for posting your request to the Community!

    It looks like this bank is already supported in Quicken Simplifi under "Raymond James & Associates":

    Please give this a try and let us know how it goes!

    -Coach Natalie

  • DGay
    DGay Member

    @Coach Natalie

    Thank you for looking into my question. My login credentials will not work on this page. I sign on to my Raymond James investments thru the client access url https://clientaccess.rjf.com/ . Are you able to add this as an option?

  • modnar
    modnar Member

    @Coach Natalie

    Echoing the above comment, Raymond James doesn't work for me either as I also login via https://clientaccess.rjf.com/ which is a different URL than what you support. I'm a migrator from Mint and if this doesn't work then I can't use Simplifi.

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @DGay,

    When I check the supported financial institutions list, it does show the same URL that you provided.

    Are you able to connect your account in Quicken Simplifi using the Raymond James & Associates connection option? If not, what error messages/codes are you seeing when you try to connect?

    I look forward to your response!

    -Coach Kristina

  • Rory
    Rory Member


    FYI, I use the same client access URL for Raymond James and it is working for me in Simplifi. I did run into some issues with the connection in January but it is working for me now. Here is a link to the discussion:



  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Rory,

    I'm glad to hear it's working for you now.


    Have you been able to get connected? If not, please provide more information about what issues you're encountering so we can assist.

    Thank you!

    -Coach Kristina

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