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800.627.7279

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Carver Financial Services

Creating wealth management solutions based upon individual needs, goals and risk tolerance.

  • Our Approach
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  • Client Login
  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Carver Cares
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
    • FAQ
    • COVID-19 Resources
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

Client Access 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. Click here to get started.

Customizing the Summary Page

Personalize your account view in a few clicks. You can change notifications, edit your stock watch list and more. Click here to get started.

Setting Up Paperless Delivery

Stay on top of account updates with paperless delivery. It’s secure, convenient and easy on the environment. Click here to get started.

Setting Up Enhanced Authentication

Add another layer of security with Enhanced Authentication. This secure login method requires a passcode in addition to a password. Click here to get started.

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. Click here to get started.

Adding External Accounts

See the bigger picture. Client Access allows you to conveniently manage your finances by adding your external accounts. Click here to get started.

Sorting/Filtering the Portfolio Page

View holdings the way you prefer on the Portfolio page. This allows you to focus on the numbers most relevant to you. Click here to get started.

Locating Documents

Quickly find your statements, trade confirmations, tax reporting and more using the Documents tab. Click here to get started.

Sharing Files in Vault

Securely share documents, insurance policies and other data with your advisor using the Vault feature within Client Access. Click here to get started.

Making a Mobile Deposit

Conveniently deposit checks through the Client Access app using the camera on a smartphone or tablet. Click here to get started.

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We’re ready to help you achieve your vision. Contact our team today.

Contact us

OUR APPROACH
ABOUT US
RESOURCES
EXPERIENCES

CONTACT US

OUR OFFICES
7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
Toll-Free: 800.627.7279
Email: carverfinancialservices@ raymondjames.com

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Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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