Brokerage

Does Raymond James sync with finance apps?

8 of 9 budgeting apps we track that link investment accounts likely connect to Raymond James.

Likely works via Plaid Plaid lists it as “Raymond James Client Access” and supports investment accounts there

Broker-dealer: Raymond James & Associates, Inc. · SEC CIK #724743 · SEC address St. Petersburg, FL · Official website

App by app

Inferred from whether each app links investment accounts, which data providers it says it uses, and Plaid’s public list. “Likely” is not a guarantee. Accounting tools aren’t listed: they connect bank accounts, not brokerages.

App	Status	Why
Rocket Money	Likely works	Uses Plaid, and Plaid lists this institution. Shows balances only, not holdings.
Lunch Money	Likely works	Uses Plaid, and Plaid lists this institution. Shows balances only, not holdings.
Monarch	Likely available	Plaid is one of its providers and lists this institution. The app may route through a different provider.
Copilot Money	Likely available	Plaid is one of its providers and lists this institution. The app may route through a different provider.
YNAB	Likely available	Plaid is one of its providers and lists this institution. The app may route through a different provider. Shows balances only, not holdings.
Quicken Simplifi	Likely available	Plaid is one of its providers and lists this institution. The app may route through a different provider.
Tiller	Likely available	Plaid is one of its providers and lists this institution. The app may route through a different provider. Shows balances only, not holdings.
PocketGuard	Likely available	Plaid is one of its providers and lists this institution. The app may route through a different provider.
Empower Personal Dashboard	Unknown	Uses Yodlee; no public institution list.

Finding it in your app

When you add an account, search for “Raymond James Client Access”. That’s the name Plaid’s list uses for Raymond James.

Raymond James Client Access (ins_116513)
- ✓ Investments (holdings)
- ✓ Balances
- ✓ Cash transactions

Plaid list generated 2026-10-16; SEC broker-dealer list of Oct 1, 2026. Plaid notes its list is not real-time.

Before you subscribe

Most apps offer a free trial: connect your brokerage during the trial and check your holdings come through.
Some apps show only an account’s balance, not the individual holdings. The table above notes which.
Monarch publishes a live Connection Status Dashboard you can search.

Other brokerages

Fidelity Likely works via Plaid
Charles Schwab Likely works via Plaid
Vanguard Likely works via Plaid
Robinhood Likely works via Plaid
E*TRADE Likely works via Plaid
Merrill Likely works via Plaid
Interactive Brokers Likely works via Plaid
J.P. Morgan Self-Directed Investing Likely works via Plaid
Morgan Stanley Likely works via Plaid
Wells Fargo Advisors Likely works via Plaid
Edward Jones Likely works via Plaid
Webull Likely works via Plaid
SoFi Invest Likely works via Plaid
Ally Invest Unknown
Public Likely works via Plaid
M1 Likely works via Plaid
Wealthfront Likely works via Plaid
Betterment Likely works via Plaid
Acorns Likely works via Plaid
Stash Likely works via Plaid
Cash App Investing Unknown
Moomoo Unknown
Firstrade Likely works via Plaid
tastytrade Likely works via Plaid
TradeStation Likely works via Plaid
Tradier Likely works via Plaid
eToro Unknown
Frec Likely works via Plaid
T. Rowe Price Likely works via Plaid
TIAA Likely works via Plaid
Empower Likely works via Plaid
Ameriprise Likely works via Plaid
LPL Financial Likely works via Plaid
UBS Likely works via Plaid
Stifel Likely works via Plaid
Baird Likely works via Plaid
Janney Likely works via Plaid
Northwestern Mutual Likely works via Plaid