Notification Center

If you opt to 'Send notification emails'' for any of the Onboarding events, these will be instantaneous. Clients signing up and completing data entry will immediately generate and send a direct email notification to your inbox.

If you opt to 'Send notification emails'' for Vault activities, these will send every 10 minutes. Files that are uploaded/downloaded in quick succession will be lumped together into a single notification email.

If you are not receiving your daily report email, you can first try the following:

• Double check the Advisor Portal > Bell Icon > Notification Settings page to make sure you have opted into receiving one or more notifications via daily report email (the middle column). If no notifications are checked within this column, you will not receive this email.

• Check your spam or junk folder. Certain spam filters will automatically flag emails sent from "no-reply" addresses.

• You can also try whitelisting the address no-reply@rightcapital.com within your email settings.

If you are unable to resolve the issue, please reach out to the RightCapital support team for additional assistance.