client resources
Secure Access to Your Accounts & Statements
Access Your Accounts & Documents
As a client of River Wealth Advisors, you have secure online access to your account information, portfolio reports, statements, and important financial documents through our Secure River Wealth Client Portal.
Accessing Your Accounts Though Your Mobile Device
Access your River Wealth Advisors accounts anytime, anywhere with the Envestnet Client View mobile app. The Envestnet Client View app provides secure access to your River Wealth Advisors client portal, including your dashboard, account performance, holdings, asset allocation, statements, documents, and more.
To Get Started:
1. Download Envestnet Client View from the Apple App Store or Google Play Store.
2. Enter the Portal Code: RiverWealth
3. Sign in using your existing username and password.
The app also supports Touch ID and Face ID for secure, convenient access.
Need to Securely Upload Documents?
To protect your information and ensure documents are routed appropriately, document uploads are now completed through your advisor's secure ShareFile upload link. Please contact your advisor directly for their secure document upload link or use the upload link provided in your advisor's email signature.
Need Assistance?
If you need assistance accessing your client portal, downloading the mobile app, or securely sharing documents with our team, please contact Vanessa Sobotta, Chief Operating Officer, by email at vsobotta@riverwealthadvisors.com, or Rachel Cavender, Client Experience Coordinator, by phone at717.888.9830. We are happy to help.
Disclosure: You are now leaving the River Wealth Advisor (“RWA”) website and will be entering the RWA client portal. By selecting the “Access Your Secure Client Portal” button, you elect to participate in the password-protected access portion of RWA’s client portal. Your participation will allow you to review certain investment-related information published by RWA and unaffiliated third parties. This password-protected access is made available to clients of RWA free of charge. The password-protected section is a secure website intended only to allow client access to certain account information. This authorization continues until canceled in writing. Third-party sites that are directly or indirectly linked to may collect information, including personal information relating to users’ online activities over time and across different websites and other online services. RWA does not control a third-party’s collection or use of personal information or tracking technologies.