Need assistance with linking accounts? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to our support team at the bottom of the article.
Due to company policy our support team is not permitted to speak to clients directly as we would not want to impact an advisor-client relationship inadvertently. Please relay any questions your clients have to the support team or leverage our client facing resources within the help center.
If you cannot find the institution that your client is looking to link, please reach out to our product support team and they can assist you. They can work with our aggregation provider to establish a new connection.
There is no option for aggregating life insurance policies to a RightCapital plan. To link an insurance policy, an advisor-level integration must be used or the policy can be manually.
To review the clients transaction level data, visit the Budgeting Module. This area will categorize your clients income and expenses by category for review.
Only Premium and Platinum subscribers to RightCapital have the opportunity to access account aggregation while building plans. If you are a basic subscriber reach out to Sales@RightCapital.com for to upgrade your subscription. Some broker dealers may also have limitations on access to account aggregation.
For additional assistance within RightCapital please contact our Support team.
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