RightCapital partners with Morningstar for accurate, up-to-date holding data. When individual holdings are entered into an investment account, they are automatically categorized based on Morningstar's asset allocation breakdown. Price and allocation information are both updated on a daily basis to reflect the previous day's closing values.
How are holdings classified in RightCapital?
Educational Webinars 
RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.
