# RAI Wealth Client Portal

> Client portal for viewing financial accounts and contacting advisors. (iPhone/iPad app by RAI Wealth.)

- Source: https://appshunter.io/ios/app/rai-wealth-client-portal/id6670169700 (this page in markdown: same URL + `.md`)
- Developer: [RAI Wealth](https://appshunter.io/developer/1455136199)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2024-08-27
- Data updated: 2026-06-12
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rai-wealth-client-portal/id6670169700/reviews.md

## What is RAI Wealth Client Portal?

This Mobile App allows RAI Wealth clients to view account information, balances and easily contact your advisor

## Key features

- View account information
- Check balances
- Contact advisor
- Secure client access


## Frequently asked questions about RAI Wealth Client Portal

### 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.

## Version history (last 4 releases)

### 5.16.0 — 2024-12-15

- 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

### 5.14.1 — 2024-09-16

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.3 — 2024-08-27

No release notes.

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## More apps by RAI Wealth

- [RAI Wealth](https://appshunter.io/ios/app/rai-wealth/id1455136200)

All apps by RAI Wealth: https://appshunter.io/developer/1455136199

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-12.*