CLIENT ACCESS

Secure Access to Your Accounts and Portfolio Reports

 

As a client of River Wealth Advisors, you can easily and securely view your accounts and portfolio reports online. Links to account views for River Wealth’s client system, Fidelity Investments and Schwab accounts are available below.

View Account Links

Simply click on one of the links below to connect to password-protected websites. You will need to enter your account ID and password. If you do not have the necessary account password information, contact River Wealth Advisors for help by calling 844.784.7065. 


Set Up Your Secure Client Portal

River Wealth Advisors provides clients with online access through a secure portal. If you would like to set up a secure client portal for your account, please contact Ali Bircher at abircher@riverwealthadvisors.com or call us at toll-free at 844.784.7065 to obtain login information and set up your personal password.