Client Account Access
Choose the institution where your account is held. You will leave the Dovetail website before entering account credentials.
Where Is Your Account Held?
Raymond James Client Access
Use Client Access for accounts held through Raymond James. The link opens the Raymond James website in a new window.
Charles Schwab Account Access
Dovetail's required disclosure appears before the Schwab login link. Review the notice, then choose whether to continue to Charles Schwab.
Before You Enter Account Information
Check the website address before entering a username, password, or authentication code. The Raymond James address begins with clientaccess.rjf.com. The Schwab address begins with client.schwab.com.
Do not send account numbers, passwords, or authentication codes by email.
Need Help Finding the Right Link?
Call Dovetail at (910) 395-1991 or email connect@dovetailfin.com.
