Client Facing Resources for the Client Portal

Resources Designed with Your Clients in Mind

If you are looking to strengthen client relationships, increase retention, and reinforce brand values, permitting clients to access our financial planning portal is a proven path toward success. The following resources have been developed to assist invited clients as they explore the virtual onboarding process and discover their portal. You can share these flyers and videos to elevate their experience within RightCapital.

Client Facing Flyers

Getting Started
Data Security
Account Aggregation
  • Linking Your Accounts - a two-page tutorial to help clients link their outside accounts to RightCapital.

  • Troubleshooting Common Aggregation Errors - a detailed guide to assist clients who experience error messages while linking their outside accounts. This PDF helps clients resolve the issue on their own and take the appropriate next steps if needed.

  • Open Banking Transition Guide - a two-page tutorial for clients transitioning their accounts to Open Banking.

  • What is Open Banking? - a one-page informational flyer for clients who want to learn more about Open Banking.

Client Facing Videos

Introduce RightCapital's client portal

Introduce clients to virtual onboarding

Walkthroughs for optional data entry steps

Help clients seamlessly link their accounts

Empower clients to stay on top of their spending

Best Practices

Use the above resources to help clients who have questions while going through the virtual onboarding process. These flyers and videos can be embedded into invitation emails or sent as needed to clients who are having questions. Although RightCapital's support team cannot communicate directly with your clients, these PDF's and videos offer a variety of resources that can help to navigate most questions clients may ask.

For additional assistance virtually onboarding your client's portal please contact Support.

Contact Us

For additional assistance within RightCapital please contact our Support team.

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