Integration: Folio Institutional
What integrating with Folio Institutional does for you
Integrating with Folio connects client accounts at Folio Institutional 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 Folio Institutional integration
To set up an integration Folio requires a signed letter from an officer at your firm authorizing Folio to release the data. Click here for a sample letter.
- Generate a letter directed to Folio Institutional that has been signed and printed on your firm’s official letterhead.
- Email the signed letter to Support@folioinstitutional.com to the attention of "Data Feeds" from the signing officer's email on file with Folio.
- We will notify you when the feed from Folio has been established and the integration is available.
How to use the Folio Institutional integration
Once the integration is set up, in order to link client accounts:
Log in to RightCapital
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 "Folio Institutional" from the dropdown menu.
Search for the client’s name from the integrating database
Select accounts (using the check boxes 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.
This button only appears if an integration has already been established
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!
For additional assistance integrating Folio Institutional to RightCapital please contact Support.