Change Client's Password or Remove Access

RightCapital enables advisors to manage the login permissions for any client who has set up their account to log in to their Client Portal. To do so, open the Advisor Portal, select the client’s name in the client list, and click the Client Access tab on the right, next to "Personal Info":

Change a client’s password

To change a client’s password (typically because the client forgot), click Manage next to their email address:

Select Reset password to initiate the reset process. A popup confirmation will appear, to be sure you want to proceed. Clicking Reset will generate a random 8-digit temporary password; Cancel will leave the client’s password unchanged.

Once a password has been reset, your client will no longer be able to log in with the previous password. They will need to use the temporary password generated:

Save this random password!

Make sure to copy or write down the password prior to clicking Confirm. Then provide that password to your client. They will use it to log in to their account at https://app.rightcapital.com/account/login or through your custom login page.

If you do not record the randomly generated password to send to your client, the process of resetting the password will need to be repeated to generate another code which can then be saved and used by the client.

Once the client logs in using the password generated, they can reset their password by going to their Gear Icon > Security > Password tab:

Removing access to the Client Portal

To remove a client’s access (typically because they are no longer a client):

Navigate to the Advisor Portal > Clients tab
Choose that client from your client list, and click into their Client Access tab
Click Manage next to their email address, followed by Remove access:

A display box will appear, asking you to confirm that you want to remove this client's access:

Once you select Remove, the client will no longer be able to log into their RightCapital financial plan. Your client won’t be automatically notified when you remove their access.

If you remove the invitation before your client accepts it, your client will not be able to sign up with the invitation email they have already received.
If you remove the invitation after your client accepts it, your client will see a message the next time they ty to log in that their advisor has removed their access.

To re-invite a client after removing their access, click the link to read about inviting a client to the Client Portal.

Disabling Two-Step Verification

Two-step verification is an advanced security feature for your clients' accounts that is designed to prevent anyone from accessing the information, even if they know your password. Each client has the option to enable two-step verification for an added layer of security in their Gear Icon > Security > Two-step Verification tab:

Sometimes a client will get a new cell phone and need you to disable their previous device and reconnect a new one. To accomplish this:

Navigate to the Advisor Portal > Clients tab
Choose that client from your client list, and click into their Client Access tab
Click Manage next to their email address, followed by Disable 2-step verification:

A display box will appear, asking you to confirm that you want to disable this client's two-step verification. Click Disable to proceed.

After disabling a client's two-step verification, this will allow the client to reconnect two-step using their new phone. For questions on establishing two-step verification for the advisors OR client, please click here.