They do not! When creating a custom vesting schedule in the Advisor Portal > Models > Vesting tab, you can use the "Vesting Type" field to choose semi-annual, quarterly, or monthly vesting instead:
For a quick video tutorial on creating custom vesting schedules, click here.
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!