Are you a client of Rea & Associates? This is where you can upload documents for us to review and download those you need to access. From tax returns to financial statements to anything we would typically drop off or send in the mail, you can now find them here whenever you need them.
E-mail is not a secure form of communication. This portal is secure. All communication between this portal and your computer is encrypted. That means you can be assured your information will remain private. If you want an easier, more efficient and more secure way to share information with your Rea team, this portal is the best way to do it.
To log in click here.
Did you recently migrate your account to the new platform per the email sent to you from Rea & Associates? If not, click here.
By logging into the Client Portal you agree to the Terms and Conditions of Use. Click here to review the Terms and Conditions.
Have a username and password? Simply insert it in the login box. Once you are successfully logged in, you can access your files and begin file sharing.
Need login information? If you have not yet been given a username and password, please contact your Rea advisor. Once your account is set up, you simply login to begin sharing files with us.
Having problems? Call your Rea office for help troubleshooting.