RTC Wealth Access

Riverview Trust Company's premium client portal for Wealth Management clients.

Riverview Trust Company (“RTC”) has partnered with Wealth Access to provide a clear, complete and secure 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.

RTC Wealth Access is available by contacting your RTC relationship manager today.

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 ("RTC") is a wholly owned subsidiary of Riverview Bank. A Washington state-chartered trust company, RTC provides investment management, wealth planning and trust services to clients across the Pacific Northwest.