Your accounts, online, any time
Clients of RTS Financial Group can see every account they have placed with us, where it stands today, and every payment received — and place new accounts with their documents — at portal.rtsfg.com.
Signing in the first time
- We email you a welcome message with your own link. It works once and is yours alone.
- Click the link and choose your password. We never see it and never send one by email.
- From then on, go to portal.rtsfg.com, or use Client Login at the top of any page on this site.
Lost the email, or never chose a password? Go to portal.rtsfg.com/start, type your email address, and a fresh link is sent to you.
No login yet? Call 877-227-8842 or email info@rtsfg.com and we will set one up for you and your colleagues.
Placing an account
Open Place accounts, add your invoices, statements, contracts or a whole spreadsheet of accounts, and press Send. You do not have to fill in a long form: we read the documents here. You get a receipt, and the account appears on your list once it is opened.
What you will find there
- Every account you have placed, with its status, balance and our latest note
- Every payment received, and when it was sent on to you
- Reports you can download to Excel for your own accounting
- A place to send new accounts and their documents
- A way to tell us when a customer has paid you directly, with a photo of the check if you like
- Logins for your colleagues, added by you
- English or Spanish
Your information stays yours
Only your company sees your accounts and the documents you send. The connection is encrypted, and you choose your own password.
Questions about any of it are welcome: 877-227-8842.
Already a client?
Your accounts are waiting for you. Sign in, or call us and we will get you set up in a few minutes.