Secure Access to Your Accounts and Portfolio Reports
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 email@example.com or call us toll-free at 844.784.7065 to obtain log-in information and to set up your personal password.
Access Your Accounts From Anywhere, Anytime
Download the free River Wealth app to look at your dashboard, account performance, holdings, asset allocation, pertinent documents, and more. Simply search for River Wealth Advisors at the Apple Store or Google Play Store. To log in, enter the same username and password associated with your secure portal. If you have questions or need assistance, contact Andrew O’Gorman at firstname.lastname@example.org or by phone at 717.888.9830.
View Your Password-Protected Accounts
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. 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.