My Richardson Wealth

We want to make sure that you always have access to the information you need, when you need it. To help you stay on top of your account 24/7, you can subscribe to My Richardson Wealth. 

Through My Richardson Wealth, you can:

  • View your account transactions and monitor your portfolio holdings in real time
  • Group multiple accounts together to view consolidated holdings
  • Download account statements
  • Gain access to powerful research and commentaries
  • View quotes on mutual funds, equities and options as well as charts on equities
  • Create and customize your own Watchlists
  • View Watchlists based on your current positions
If you haven’t yet subscribed to My Richardson Wealth, just ask us for assistance.