Two Portals, One Raintree Wealth Relationship
Following the amalgamation of Raintree Financial Solutions and Raintree Wealth Management, our services are now offered under one unified brand, Raintree Wealth. However, account information continues to be accessed through separate client portals based on the type of investments you hold.
Select the appropriate portal below. If you hold both managed portfolios and private investments with Raintree Wealth, you may need to access both portals to view all of your account information.
Portfolio Management Portal
Access information related to your professionally managed portfolio, including your holdings, performance, statements, and other reporting.
This portal is for clients who previously accessed portfolio management services through Raintree Wealth Management.
Private Investments Portal
Access information and documents related to your private and alternative investment holdings.
This portal is for clients who previously held private investments through Raintree Financial Solutions.
Need Assistance?
Our team is always here and happy to help guide you every step of the way. Reach out via the button below.