Frequently Asked Questions About Rea’s Client Portal

Rea & Associates unveiled its redesigned client portal. Clients who are already using the portal have given very positive feedback to the changes, noting that its user friendly design allows them to access the information they need whenever they need it. If you’re not using it yet, perhaps your questions are among our frequently asked questions below.

What do I need to get started?

You’ll need to provide some basic information to your Rea advisor to let him or her know you want to access the portal. Together, you’ll decide what documents and files you would like to have access to. If you have multiple entities, the portal allows you to access all of your information in one place.

How does the sign-up work?

You’ll receive an email from Rea, instructing you to choose a username and password, and within a few days you’ll be ready to use the client portal. When you have been set up on the portal, you can access your financial information by clicking on “client portal” on Rea’s website.

How is the client portal different from Rea’s Leap File program?

Leap File offers clients a one-time opportunity to save files. The client portal saves all files and documents indefinitely, and allows the files to be downloaded or uploaded by you and your Rea advisor multiple times.

How secure is the client portal?

The client portal is password protected. Although it is impossible to say any secure system is 100 percent secure, it is much more secure than sending emails or other unprotected types of file transfer.

What are the system requirements?

The portal works best if you have Internet Explorer version 7.0 or higher and a Microsoft windows-based PC operating Windows XP or newer.

Email Rea & Associates to begin accessing your financial information whenever you need it!

This article was originally published in Illuminations: Facts & Figures from people with a brighter way, a Rea & Associates enewsletter, 1/18/2012.
Note: This content is accurate as of the date published above and is subject to change. Please seek professional advice before acting on any matter contained in this article.