RubinBrown Wealth Advisors offers several tools for clients to utilize.
log in to wealth access
Wealth Access is a state of the art account aggregation tool to help clients see their entire financial picture in one place. Learn more about Wealth Access here.
log in to your client portal
This file sharing tool allows clients to securely share files with RubinBrown and other trusted third-party partners (permission based access administered by client). If you don't have a client portal and would like one set up, please contact any member of your RubinBrown engagement team.