Client-facing resources for the Client Portal

Flyers

We've created resources for you to share with your clients to elevate their experience on the RightCapital Client Portal.

Getting Started - Using Your Portal - a brief guide to showcase the value of your portal

Linking Your Accounts - a one-page tutorial for clients to link their outside accounts

Client account security - a one-page PDF highlighting the security and safeguards for their data

Video

Want to introduce RightCapital's Client Portal with a video? Look no further.

Stay on top of your financial life

Filling out your profile