Raymond James and Think Financial Planning

Better together.

Think Financial Planning works with Raymond James Financial Services, one of the world's largest and most-respected investment firms, to provide you with innovative financial solutions and an outstanding service experience. Raymond James serves more than 2.7 million investment accounts worldwide.

The benefits of this relationship include:

  • Convenient & easy access to online accounts
  • A broad array of investment products & services
  • Easy-to-understand resources & tools to help you meet your money & save for the future

Using the convenient online tools:

  • Once you have established your account, you can access it in three easy methods:
    1.  On our website select “Think Financial Planning” in the “Additional Logins” menu under the Think Online login box
    2.  In Think Online desktop or the mobile app select “Think Financial Planning” from the main menu
    3.  Visit https://clientaccess.rjf.com

For a video tour of the online system, click here.