Riverview Trust Company’s (or “RTC”) Wealth Access application provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. Wealth Access Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all your assets and liabilities into one secure platform.
Key Wealth Access Features:
• View entire portfolio in real time
• Simplified reporting and access
• Accessible from anywhere
• Client service team to assist in aggregation set-up and onboarding
• Fully integrated with the industry’s leading financial planning systems
• Ability to store financial documents in a secure, digital vault
• Shareable with bankers, accountants, attorneys and family members
Riverview Trust Company is a wholly owned subsidiary of Riverview Bank. RTC is a state-chartered trust company, providing investment management, wealth planning and trust services to individuals, families, entities and non-profits across the Pacific Northwest.
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