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Learn How to Update Billing, Manage Passwords and More

Use the following articles to adjust your advisor or assistant account settings.

Craft quality branding

First impressions are everything. Ensure your clients have a stellar user experience. Start by uploading your logo, colors, and customization options (this feature not accessible on trial accounts). When it comes to client-facing material, consistent and clear branding is vital.

Password reset

Click the following link to learn about updating password information, resetting a forgotten password and other general requirements:

Assistant access

Click the following link to explore RightCapital through an "Assistant" login. This article describes how to access the advisor's client list and explains what assistants can and can't do.

Changing an Email Address

Click the following link to learn how to change the email address associated with your account at any time.

Referral Program

Click the following link to see how other advisors got paid to spread the word about RightCapital through the RightCapital Referral Program!

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 adjusting your account settings please contact RightCapital Support.