Our client access page provides easy and secure access to your various documents, statements, and online account data.

RIS Orion Client Portal (NEW)

Orion Client Portal

Access your Retirement Income Solutions daily portfolio balances, performance, and transaction activity securely by logging in here. Static reports (beginning 3/31/2024), documents and other important information are also available in the document vault which resides inside this portal.

ShareFile Customer Portal (Will be retired at a future date)

ShareFile Client Portal

Access your Retirement Income Solutions reports (thru 12/31/2023), documents, and other important information securely by logging in here. 

Send a file

To securely send a file to a Retirement Income Solutions associate, please click here.

Investment Account Data

For access to your individual investment account data at one of our custodians (such as Pershing, SEI, TIAA, or Fidelity), please see links and login instructions below.

Pershing Accounts

If you already have online access to your Pershing accounts, click here.

If you need to sign up for Pershing online account access, please call Retirement Income Solutions at 734-769-7727 to register. We will e-mail or FAX you personalized instructions. Or you can self register by following the steps below. You will need your Pershing account number in order to self register.

  1. Click here to access the Pershing investor account access site: NetExchange Investor web site.
  2. Click the “Register” link.
  3. Follow the step by step instructions to establish your user ID and password.

Please note: If you login unsuccessfully three times in a row, you will be locked out of your account and will need to call Retirement Income Solutions to reset it.

SEI Accounts

If you already have online access to your SEI accounts, click here.

If you need to sign up for SEI online account access, please follow the steps below:

  1. Click here to access the SEI client account access site.
  2. Click on the first bullet point, “Register for online access”.
  3. Follow the step-by-step instructions to establish your user ID and password.

TIAA Accounts

If you already have online access to your TIAA accounts, click here.

If you need to sign up for TIAA online account access, please follow the steps below:

  1. Go to the TIAA Web Center.
  2. Click on “Register”.
  3. Follow TIAA’s simple instructions to create your login ID and password.
  4. Call Retirement Income Solutions at 734-769-7727 if you have any problems.

Fidelity Accounts

If you already have online access to your Fidelity accounts, click here.

If you need to sign up for Fidelity online account access, please follow the steps below:

  1. Go to the Fidelity netBenefits web site.
  2. Click on “Register Now”.
  3. Follow Fidelity’s simple instructions to create your login ID and password.
  4. Call Retirement Income Solutions at 734-769-7727 if you have any problems.

Please note that when you log in to your online account via the linked site provided, you will be leaving the Retirement Income Solutions web site. These linked sites and their providers are not controlled by us, and we are not responsible for the contents or the proper operation of any linked site. The inclusion of any link does not imply our endorsement. We encourage you to read the terms of use and privacy statements of these web sites as their policies may differ from ours.

The Retirement Income Solutions, Inc. (RIS) web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information and links. Accordingly, the publication of RIS’s website on the Internet should not be construed by any consumer and/or prospective client as RIS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet.

This information provided herein has been obtained from sources believed to be reliable by Retirement Income Solutions. Retirement Income Solutions makes no representations or warranties as to its accuracy, timeliness, suitability or completeness and it should not be relied upon as such. Retirement Income Solutions accepts no liability for any direct or consequential loss arising from any use of this information or its contents.