Client Access Mobile App

What is Guest Access?

Guest Access allows you to provide view-only access to your account information with others in your household or with an interested party (e.g., a CPA) that has a Client Access login.

I would like to grant access to my account to my CPA (or attorney). How can I accomplish this?

Contact your Financial Professional to request interested party access for the CPA (or attorney).

What happens if I elect eDelivery for my joint account but my spouse chooses not to enroll for eDelivery?

Each account owner has equal access to their accounts in Client Access which creates the possibility of multiple document delivery preferences. In the case of a joint account where there are differing elections, the accountholder that did not enroll in eDelivery will receive paper documents via USPS and the accountholder who elected eDelivery will receive an email notification when a new document for the account is available. Regardless of the delivery method selected, all account owners can access all documents related to their account on Client Access at any time.

What email address will my eDelivery notifications come from?

All Client Access notifications will come from [email protected]. Previously, all notifications came from [email protected].

What is Secure Document Share?

Secure Document Share allows you to exchange documents with your Financial Professional Team securely and directly within D.A. Davidson Client Access. Sharing documents through this service is simple and provides an additional layer of security when sharing sensitive or confidential information.