Client Access and Login.
Refer an Entrepreneur to The Weddle Team.
Do you know an entrepreneur who could benefit from our service? Share the benefits of The Weddle Team with your network. Your recommendation helps us grow and reach more people who can benefit from our service.
We work best with entrepreneurially minded business owners, with income above $300,000 per year and net worth above $2 million.
Raymond James Client Access.
How-to-Videos.
Watch these videos to learn new ways to connect to your accounts anytime, anywhere with Client Access. Discover how to deposit checks using the camera on your smartphone or tablet, see your statements and change your account preferences with this easy-to-use platform. It's all part of our commitment to helping you seamlessly manage your financial life.
Setting Up Enrollment.
Enrolling in Client Access is simple. Before you begin, you’ll need your account number and data that confirms your identity.
Sorting & Filtering Portfolio Page.
View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you.
Loading Documents.
Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab.
Setting Up Paperless Delivery.
Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment.
Customizing the Summary Page.
Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more.
Sharing Files in Vault.
Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access.
Setting Up Enhanced Authentication.
Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password.
Using Enhanced Authentication.
The Enhanced Authentication feature will send a passcode to you via text message or voice call that you’ll use to log in.
Making a Mobile Deposit.
Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet.
Adding External Accounts.
See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts.
Our Values.
Every great business has a foundation beneath it, supporting everything it does. The Weddle Team was founded on core values which serve as our foundation. While our core values have evolved over the years, our commitment to them is unwavering.
Excellence.
We thrive on listening, learning and delivering service that exceeds expectations.
Abundance Mindset.
While grounded in discernment, we are creative, passionate people who embrace innovation and change.
Teamwork.
We leverage our personal initiative with each other's unique abilities to enrich our relationships.