Integration: Pershing

What integrating with Pershing does for you

Integrating with Pershing connects client accounts at Pershing to RightCapital.  Once integrated, RightCapital pulls in 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 Pershing integration

To set up integration with Pershing:

1
Reach out to your relationship manager at Pershing or back-office contact
  1. Indicate that you'd like to set up integration with RightCapital
  2. Copy support@rightcapital.com on the email
2
You will receive an email from our Support team when the integration is set up and ready to use.

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

Looking for SSG integration instructions? Click here.

How to use the Pershing 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 "Pershing" 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 Pershing to RightCapital please contact Support.