Our new and improved cloud-based Client Portal allows clients to both access your wealth and investment documents from RFA as well as upload and store all of your important financial documents, including but not limited to:

  • Tax Returns
  • W2s
  • Wills
  • Trusts

Because the tool is cloud-based, you can access your secure Client Portal anytime, anywhere!

In addition to the account statements that you’ve historically been able to access, the new Client Portal provides access to a myriad of valuable reports, including:

  • Account Performance
  • Accounts
  • Asset Allocation
  • Holdings
  • Realized Gain/Loss for prior year
  • Realized Gain/Loss Year-to-date
  • Account Summary
  • Transactions
  • Unrealized Gain/Loss

This 24/7 document storage is completely complimentary to our clients. To learn more or to take advantage of this tool, please contact our team of professionals at 800.682.3237 or rfa@rfadvisors.com.

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