About
Access your financial account details, check balances, and connect with your advisor. This app provides a convenient way for clients to manage their wealth on the go.
What's New in RAI Wealth Client Portal
5.16.0
December 15, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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FAQ
What can I do with RAI Wealth Client Portal?
RAI Wealth Client Portal allows you to view your account information and balances. You can also easily contact your advisor directly through the app.
Is RAI Wealth Client Portal free to use?
Yes, RAI Wealth Client Portal is available for free. There are no charges to download or use the app's core features.
What devices are supported by RAI Wealth Client Portal?
RAI Wealth Client Portal is supported on iPhone, iPad, and iPod devices.
How secure is RAI Wealth Client Portal?
The app is designed for secure client access to your financial information. Specific security protocols are in place to protect your data.
How often is RAI Wealth Client Portal updated?
The latest version, 5.16.0, was released on 2024-12-15, indicating regular updates to maintain functionality and security.
What is the age rating for RAI Wealth Client Portal?
RAI Wealth Client Portal has an age rating of 4+, making it suitable for a wide range of users.
Does RAI Wealth Client Portal have ads?
No, RAI Wealth Client Portal does not contain advertisements. It is an ad-free experience for clients.
What is the user feedback on RAI Wealth Client Portal?
The app has received a perfect rating of 5.0 stars from one review, indicating a highly positive initial user experience.
