Riverview Trust Company 4+
Riverview Community Bank
Designed for iPad
-
- Free
Screenshots
Description
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.
Stay connected with us anytime, anywhere, on the Merit Connect App.
Ratings and Reviews
App Privacy
The developer, Riverview Community Bank, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Riverview Community Bank
- Size
- 2.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 Wealth Access, Inc
- Price
- Free