Riverview Trust Company

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.