Why are there steps missing within my Onboarding tab?

The ability to add Risk Questionnaires to the onboarding process is only available for advisors with Risk enabled. This is a feature exclusive to premium and platinum RightCapital subscribers (read more about each subscription tier here).

If you are missing the ability to add the Vault to the onboarding process, Vault functionality in RightCapital may not be approved by your firm / broker dealer. Please reach out to your firm's administrator for more information.

For additional assistance within RightCapital please contact our Support team.

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