River Wealth Advisors Client Portal Refresh: What You Need to Know

On October 5, 2026, the River Wealth Advisors client portal was refreshed with a modernized design to improve usability. The updated portal will make it easier to view your accounts, monitor account activity, and access important financial documents and statements, all in one secure location. Your username as well as your password will remain the same as will the portal link.

New to the Client Portal?

If you have not yet enrolled in the River Wealth Advisors client portal, we are happy to help you get started. To set up your portal access, please contact Vanessa Sobotta, Chief Operating Officer, at vsobotta@riverwealthadvisors.com, or Rachel Cavender, Client Experience Coordinator, at717.888.9830. They can provide your secure portal invitation and assist with the enrollment process.

What's Changing

  • A modernized portal design with improved navigation and usability

  • A new mobile app experience through the Envestnet Client View app, the secure mobile application used to access your River Wealth Advisors client portal*

  • You will now upload documents via your advisor's secure ShareFile upload link rather than through the client portal

What's Not Changing

  • Your username and password remain the same

  • Your accounts, data, and documents remain unchanged

  • Your advisor and service team remain the same

  • Documents and statements provided by River Wealth Advisors will continue to be delivered to you through the client portal

  • The security and protection of your personal information remain unchanged

*New Mobile App Access

As part of the enhancements, we have retired the previous River Wealth mobile app. To access your account information, statements, and documents from your mobile device going forward, please download the free Envestnet Client View mobile app from the Apple App Store or Google Play Store. Envestnet Client View is the secure mobile app used to access your River Wealth Advisors client portal and account information.

 
 

1. Enter the Portal Code: RiverWealth

2. Sign in using your existing username and password.

The app also supports Touch ID and Face ID for secure, convenient access.

Need to share documents securely? 

Upload documents using your wealth advisor's secure ShareFile link. Please contact your advisor for their upload link or use the link included in their email signature.
 
For assistance with setting up your portal, downloading the mobile app, or securely sharing documents, please contact Vanessa or Rachel and they will be happy to help you. 

Taylor Schultz