Integration: AXOS Advisor Services

What integrating with AXOS does for you

Integrating with AXOS Advisor Services connects client accounts at AXOS to RightCapital. RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will update Tuesday through Saturday evening with the previous night's closing value.

How to set up your AXOS Advisor Services integration

To set up integration with AXOS Advisor Services:

1
Reach out to your relationship manager at AXOS Advisor Services
2
Share you'd like to set up integration with RightCapital
3
Copy Support@rightcapital.com  on your email
4
You may be asked to complete a 'Third Party Software Export and Integration Request’ form
5
Once AXOS Advisor Services receives your signed form, they will work with us to complete the integration

Note

The whole process usually takes 3-5 business days.

You’ll receive an email from our Support team when your integration is set up and ready to use.

How to use the AXOS Advisor Services integration

Once the integration is set up, link client accounts:

1

Log in to RightCapital

2

Click Open Client next to the client you’d like to integrate

3

Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)

4

Click +Link Account and select "AXOS" from the dropdown menu.

Note

This button only appears if an integration has already been established

5

Search for the client's name from the integrating database

6

Select accounts (using the check boxes in the “Link” column) to assign to the current client.

7

Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance integrating AXOS Advisor Services to RightCapital please contact Support.