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Everything you need to know about your money in one place.
Rivertree's portal showing your full financial picture in one place.
Charles Schwab's portal for any accounts held at Schwab.
Altruist's portal for any accounts held at Altruist.
Answers to our most common questions from clients.
You can view your accounts by either logging in directly at the custodian or by using the Client Portal that we have provided.
You can access your tax forms in either the Charles Schwab portal or the Rivertree Wealth portal.
Absolutely. We are always here for you.
We place a high priority on data security and protecting your hard-earned money. Because of this, we ask that you please call us to request any off-schedule distributions from your accounts.
If you forget your password, you can reset it by following the prompts on the log in screen. If you have any issues, please don't hesitate to contact us.
The best way to contact us is by sending us an email at team@rivertreewealth.com.
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