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Mobile Check Deposit: Easy & Convenient

 

The Raymond James Client Access mobile app includes a mobile check deposit feature. You can safely and easily deposit checks using the camera on your smartphone or tablet. The process is fast and extremely convenient. No more carrying checks around in your purse or wallet, or having to send them through the mail.

How to Get Started

  1. The process is fast and extremely convenient. No more carrying checks around in your purse or wallet, or having to send them through the mail.

    If you’re not yet enrolled in Client Access, you must first sign up through the desktop version, accessible here.
  2. Add the Client Access app to your mobile device via Apple’s App Store or Android’s Google Play.
  3. From the Client Access app, select “Deposit Check,” from the menu, choose an account, and enter the check amount. You’ll then be prompted to take a picture of each side of your check. (Check images are stored securely in Client Access, not on your device.)

Some Helpful Tips and Exceptions

• Some check types that you cannot deposit include fee payments, foreign checks, rollover checks, and account starter checks. We’re happy to deposit them for you.

• You can make IRA contributions using mobile check deposit. The app will not allow you to contribute over your allowed amount, and between January 1 and tax day, you can choose to make a contribution to the prior tax year.

• Visit Making a Mobile Deposit to learn more.

At any time, feel free to send your checks our way and we’ll deposit them on the day we receive them. We’re happy to provide our traditional, personal service. Simply let us know how we can help you.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TGS Financial Advisors), or any non-investment related content, made reference to directly or indirectly in this article will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from TGS Financial Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. TGS Financial Advisors is neither a law firm nor a certified public accounting firm and no portion of this article’s content should be construed as legal or accounting advice. A copy of the TGS Financial Advisors’ current written disclosure statement discussing our advisory services and fees is available upon request.

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