RightPay Overview

Overview

RightPay is a service that allows you to charge your clients fees for financial planning directly through RightCapital!  Your clients can use their RightCapital portal to enter their credit card information and approve one-time or recurring payments to you.  

RightPay is available for an additional monthly / annual fee.  You must have a RightCapital subscription to use RightPay.  Check with your broker/dealer, if applicable, to see if you are approved to use RightPay.

Features

RightPay features include:

Recurring subscriptions - Working with clients on an ongoing basis or via a retainer agreement?  Set up subscription plans to charge specific amounts on a monthly, quarterly, or semi-annual basis, then subscribe your clients to a plan to initiate the charge.  Your client just needs to approve the subscription once and fees will be automatically collected based on the frequency of the client's plan.

See the subscriptions page to review how to set up a subscription for your client

One-time charges -  Creating a comprehensive plan or doing ad hoc financial planning?  Create an invoice to create a one-time charge for your work.

See the invoice page to review how to set up a one-time charge for your client

Additional Information

RightPay currently only allows clients to pay via credit card.  All credit card payments are assessed a fee of 3.5% of the payment amount plus $0.30 per transaction.

RightPay is powered by Stripe, a leading processor of online payments.