RFA Capital Advisors

Securely manage your wealth with RFA Capital Advisors. Track portfolios, access documents, message your advisor, and stay informed.

RFA Capital Advisors gives you a secure, real-time window into your investment portfolio — anytime, anywhere.Designed exclusively for RFA Capital Advisors clients, this app puts your wealth management tools in the palm of your hand. Stay connected with your advisor, monitor your investments, and access important documents — all protected by bank-grade security.PORTFOLIO DASHBOARD • View your total portfolio market value at a glance • Track YTD, QTD, and MTD performance metrics • Monitor day-to-day gains and losses • See recent transactions instantly • Toggle between multiple currencies (USD, EUR, GBP, NGN)PORTFOLIO ANALYTICS • Interactive asset allocation charts • Detailed holdings table with sorting and filtering • Performance line charts with flexible time ranges (1M, 3M, 6M, 1Y, YTD, All) • Drill down into individual holdingsSECURE DOCUMENT VAULT • Access statements, tax documents, contracts, and reports • Documents organized by category with smart filters • Download and share documents securely • Unread document indicators so you never miss anythingADVISOR MESSAGING • Communicate directly with your dedicated advisor • Real-time secure messaging with read receipts • Typing indicators for natural conversation flow • Search and archive message historySMART NOTIFICATIONS • Stay informed about portfolio changes, new documents, and messages • Categorized alerts: Document, Portfolio, Message, Security, and System • Filter and manage notifications with ease • Push notifications keep you updated in real timeSECURITY & PRIVACY • Face ID biometric authentication for quick, secure access • End-to-end encryption for all communications • TLS/SSL and AES-256 encryption standards • Login notifications alert you to new device access • Full compliance with SEC and FINRA data retention requirementsACCOUNT MANAGEMENT • Update your profile and notification preferences • Change password with strong security requirements • Manage biometric login settings • Currency display preferencesRFA Capital Advisors is a private wealth management app available exclusively to existing clients. You must have an active RFA Capital Advisors account to sign in.Privacy Policy: https://rfacapitaladvisors.com/privacy-policy Support: clientadvisory@rfacapitaladvisors.com