Client Access

Overall, this app provides a good level of detail and all of the required data needed on a daily basis. However, it could use some UX updates in order to be easier on the eyes and make the application flow more cohesively. The fonts size on the Portfolio, Accounts, and Activities views needs to be larger and the blank space needs to be reduced or removed. In general, the application font is quite tiny, and even with my good eyesight, it takes some effort to read. I am coming from years of usage with the BofA/Merrill Lynch application. It definitely had its own design issues, but the UX, flow, and data readability was very good. Address the UX and the app will be excellent, as the data presented is already very useful.

A comment on the new app - i have submitted several request for issues with the new app as well as contacting RJ directly . To be clear, I have total confidence in my Advisor and am totally satisfied with services from RJ that go thru my advisor. It is with that great dissatisfaction that i find the IT dept & app support are so disconnected from that level of service. I hope that things change dramatically with this tower of support as it does not reflect well . For example, I have asked for years that any page with headers have the headers frozen so when You scroll down thru the page , the headers are maintained. When i logged into new new app , portfolio positions, all the various columns and headers are gone. Also when i call the RJ Client access to report an issue, I am not given a ‘problem’ ticket # for follow-up with the webpage or app support team. I am told this will be forwarded with no follow-up contact information.

This update has made the app a lot better for me. Things make a little more sense now and are easier to find. The updated design is pleasing and a big improvement from what it was. The chart/graphs for price history aren’t my favorite. They are a little difficult to use but at least there is something there to use. When first logging in I had to “reset my password” or just tell it to reset my password but put my current password in… not sure why but I did initially have issues logging in. All good now.