client resources
Secure Access to Your Accounts & Statements
Access Your Accounts From Anywhere, Anytime
Download the free River Wealth app for your mobile device!
Download the free River Wealth app to look at your dashboard, account performance, holdings, asset allocation, pertinent documents, and more. Simply click on one of the links below to download the free app. 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 aogorman@riverwealthadvisors.com or by phone at717.888.9830.
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 phone at717.888.9830
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.