Can I link savings to a specific account?

As RightCapital projects assets into the future, savings are added to "buckets" of assets rather than specific accounts. To view the different buckets of assets visit the Retirement > Cash Flows > Accounts Tab.

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!