How do I set up an integration?

You can navigate to the "..." More Menu > Integrations tab of your Advisor Portal to begin setting up integrations. Select an integration on the left side of the page, and you'll find step-by-step instructions detailing how to set up that specific integration:
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!