Frequently Asked Questions
Need assistance? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to connect with RightCapital's support team at the bottom of the article.
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To search for specific FAQ topics click the table of contents to jump to area of interest
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Click the hyperlink to review separate FAQ article devoted the topic of interest
Data Entry FAQ's
- Account Aggregation
- Adding Annuities
- Business Assets
- Cash Value Life Insurance
- Inherited IRA's
- Insurance Policies
- Investment and Vacation Properties
- Net Worth
- Primary Home
- Stock Plans
- Student Loans
- Trust Owned Assets
Settings and Assumptions FAQ's
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 within RightCapital please contact Support.