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rebel rFPW

Access your Account anytime, anywhere

Your rebel Financial Personal Website (rFPW) is rebel’s online hub, where you can keep track of your accounts, set budgets, store documents, and create financial plans online! Your account can be logged into from anywhere at anytime. Our rFPW automatically updates for you, as long as all of your account information and integrations are up to date. 

What does Our Personal Financial Website Tool offer?

Build a budget

You can build your budget online and you can monitor your progress in real-time.

Secure document storage

Your rFPW account has a “vault” feature that is backed by 256-bit encryption. You can upload and access documents backed by trusted security.

Create financial plans

Upload your documents, enter your financial info, and our software does the rest! Our financial planning software can leverage an immense culmination of data from all of your accounts and will update automatically when things change. You can build plans in your rFPW and have it sent over to one of our advisors to talk through with you.

Keep track of your accounts

You integrate your financial accounts all in one place, so you can have an overview of your accounts whenever you login to your rFPW. This includes bank, credit cards, investment, retirement, and insurance accounts.

Want to learn more about our rFPW software?

Try it free for 30 days!

Our rFPW free trial gets you a “test drive” at what being a client with us can offer you.

Get started
rebel Financial Personal Website Example Dashboard Screen
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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

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