You can view your accounts by either logging in directly at the custodian or by using the Client Portal that we have provided.
How do I request a distribution from my accounts?
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.
How can I get my tax forms?
You can access your tax forms in either the Charles Schwab portal or the Rivertree Wealth portal.
What if I forget my password?
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.
Can I request an off-schedule meeting?
Absolutely. We are always here for you.
What is the best way to contact the Rivertree team?
The best way to contact us is by sending us an email at team@rivertreewealth.com.
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