RFA Capital Advisors is the official mobile client portal for RFA Capital Advisors clients.
Access your investment portfolio, review performance, and stay connected with your dedicated advisor -- all from your phone.
Key Features:
- Portfolio Overview: View your holdings, asset allocation, and performance at a glance.
- Account Statements: Access and download quarterly statements and account documents securely.
- Secure Messaging: Communicate directly with your advisor through encrypted in-app messaging.
- Push Notifications: Receive timely alerts for new documents, messages, and important account updates.
- Biometric Security: Log in quickly and securely with fingerprint or face recognition.
- Account Management: Manage your profile and request account deletion directly from the app.
Built with bank-grade security including encrypted communications, biometric authentication, and secure token management. Your financial data never leaves our servers unencrypted.
RFA Capital Advisors is exclusively for existing clients of RFA Capital Advisors. You will need your client credentials to log in.
Secure client portal for RFA Capital Advisors Clients