The client experience

Always up to date: the importance of communication

We do not underestimate the value and importance of face-to-face meetings. So, it goes without saying that your Richardson Wealth Advisor team is available, whenever you feel the need to connect.

However, we appreciate that you are often pressed for time and need to connect remotely, from all around the globe and regardless of the day, hour or time zone. MyRichardsonWealth offers simple and secure access, from whichever device is closest at hand.

Here is what our online clients say about MyRichardsonWealth:

  • Enhanced security features and protocols alleviate privacy concerns
  • Minimal information required to set up online access to accounts, documents, statements, tax forms and confirmations takes only a minute
  • Clean, uncluttered, intuitive design makes it as good to look at, as it is to use
  • The summary page delivers a complete, accurate, up-to-date picture
  • Retrieving forgotten login information and passwords instantly is a real time-saver
  • Emailing your Advisor without logging out of the portal is convenient
  • Exporting information or finding printable copies of statements — in PDF format — filed in descending date order, is a breeze
  • Having all market data — scrolling ticker, market overview, currency update, headline news, trends, watch list heat map, quotes and watch list — in one place is convenient and useful

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