BNY Mellon I Pershing - RightCapital Help Center

What does integrating with BNY Mellon I Pershing do for you?

Integrating with BNY Mellon I Pershing connects client accounts at BNY Mellon I Pershing to RightCapital. Once integrated, RightCapital pulls position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.

How to set up your BNY Mellon I Pershing integration

To set up integration with BNY Mellon I Pershing:

Reach out to your relationship manager at BNY Mellon I Pershing or back-office contact

Indicate that you'd like to set up integration with RightCapital.
Copy support@rightcapital.com on the email.

You will receive an email from our Support team when the integration is ready.

BNY Mellon I Pershing will notify RightCapital when your data is available for integration - the process usually takes 3-5 business days.

How to use the BNY Mellon I Pershing integration

Once the integration is set up, link client accounts:

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

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

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

This button only appears if an integration has already been established.

Search for the client's name from the integrated database.

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

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.