About
Access and view your personal account holdings, trades, and transactions securely from any location. This platform aggregates data from over 20,000 institutions, consolidating all your assets and liabilities into one comprehensive view.
What's New in RTC Wealth Access
1.1
October 2, 2025
Updated Name, Description, and Promotional Text.
Developer apps
FAQ
How secure is RTC Wealth Access?
RTC Wealth Access provides a clear, complete, and secure way to view your personal account holdings. It utilizes Intelligent Aggregation with multi-tiered data sources to bring all your assets and liabilities into one secure platform.
What institutions can RTC Wealth Access link to?
Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a comprehensive data aggregation engine.
How do I get started with RTC Wealth Access?
RTC Wealth Access is available by contacting your RTC relationship manager. They can assist with aggregation set-up and onboarding.
Can I store financial documents in RTC Wealth Access?
Yes, the app offers the ability to store financial documents in a secure, digital vault for easy access and organization.
Who can I share my financial information with using RTC Wealth Access?
You can share your financial information with bankers, accountants, attorneys, and family members directly through the platform.
Is RTC Wealth Access integrated with other financial planning tools?
Yes, RTC Wealth Access is fully integrated with the industry’s leading financial planning systems, enhancing its utility for comprehensive financial management.
What devices support RTC Wealth Access?
RTC Wealth Access is supported on iPhone and iPad devices.
How often is RTC Wealth Access updated?
The latest version of RTC Wealth Access is 1.1, and it was last updated on October 2, 2025. This indicates a recent update cycle.
