If I prevent my client from being able to update Profile information, can they still Link Accounts?

Yes! Even if you select "Client cannot change the profile information, information will be read only" in the Client Portal Settings, clients will still be able to Link Accounts in the Profile > Net Worth. Please note that account aggregation is only available on premium and platinum RightCapital subscriptions.
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!