fix problems on Client Access [iphone]

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—— Run into issues on Client Access? Get help pending when official support gets back to you!

Client Access
Info:
company: Raymond James Financial
: https://www.raymondjames.com/contact-us
: www.raymondjames.com
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Support issue

Disconnected IT support

Fix: Check the app's help or support section for FAQs or troubleshooting guides that may address your issue without needing to contact support.... ⇲

Frequent customer support calls needed

Fix: Utilize the app's help section or FAQ to find answers to common issues before calling support. This can save time and reduce the need for ca... ⇲
 
UI issue

Headers not frozen on scroll

Fix: If the app allows, check the settings to see if there is an option to enable frozen headers. This feature may not be available in all versio... ⇲

Inconsistent app icons across devices

Fix: Check for updates on all devices to ensure that you are using the latest version of the app, as updates may standardize icons across devices... ⇲

Extra large font makes navigation difficult

Fix: Adjust the font size settings in your device's accessibility options. Go to Settings > Display & Brightness > Text Size and reduce the font... ⇲

Lack of total portfolio income visibility

Fix: Look for a settings option within the app that allows you to customize your portfolio view. Some apps allow you to add or remove specific me... ⇲

No way to track daily performance over time

Fix: Look for any reporting or analytics features within the app that may allow you to view historical performance data. Some apps have a dedicat... ⇲

Default home screen does not display all accounts

Fix: Check the app settings to see if there is an option to customize the home screen layout or which accounts are displayed. OR If the app al... ⇲

Inadequate account summary display

Fix: Look for any settings within the app that allow you to customize the account summary view. Some apps let you choose which information is dis... ⇲

Omission of goals section

Fix: Check if there is an option to enable or display goals in the app settings. Sometimes, features can be hidden or disabled by default. OR... ⇲

Mobile check deposit feature visibility issues

Fix: Ensure that you have the latest version of the app, as updates may improve feature visibility. Check the app's help section for instructions... ⇲
 
Search issue

Client Access difficult to find in app store

Fix: Use specific keywords related to the app, such as 'Client Access' or the developer's name, to improve search results in the app store. OR... ⇲
 
Updates issue

Scheduled maintenance during active hours

Fix: Check if the app provides a maintenance schedule in advance. If possible, plan your usage around these times to avoid interruptions. OR I... ⇲

Inconsistent app performance after updates

Fix: After an update, try clearing the app cache or data to improve performance. Go to your device settings, find the app, and clear the cache.... ⇲
 
Login issue

Frequent login errors

Fix: Ensure that you are entering the correct username and password. If you have recently changed your password, make sure to use the updated one... ⇲

Login button grayed out

Fix: Ensure that all required fields (username and password) are filled in correctly. Sometimes, the button will remain grayed out if there are a... ⇲

FaceID login broken

Fix: Ensure that FaceID is enabled for the app in your device settings. Go to Settings > Face ID & Passcode and check if the app is listed under... ⇲
 
Account issue

Missing daily change information in account overview

Fix: Check if there are any filters or settings in the app that may be hiding this information. Sometimes, toggling different views can reveal mo... ⇲
 
Freezing issue

Client Access freezes when checking pending activity

Fix: Try closing the app completely and restarting it. If the problem persists, clear the app's cache or data through your device settings. OR... ⇲
 
Bugs issue

Authentication stack buggy

Fix: Ensure that your app is updated to the latest version, as updates often fix bugs related to authentication. OR If the issue persists, try... ⇲
 
Compatibility issue

Limited functionality compared to full website

Fix: Familiarize yourself with the app's features and see if there are any settings that can enhance functionality. Some apps have hidden feature... ⇲
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 what users are saying
Good experience
76.3%

Bad experience
19.3%

Neutral
4.4%

~ from our NLP analysis of 114 combined software ratings.

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 Private Data Client Access collects from your iPhone
  1. Data Linked to You: The following data may be collected and linked to your identity:
    • Location
    • User Content
    • Identifiers
  2. Data Not Linked to You: The following data may be collected but it is not linked to your identity:
    • Identifiers
    • Usage Data
    • Diagnostics