Need assistance with RightPay? 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.
Payment is usually transmitted to your bank account within 2 days of the payment being processed
Yes, you can refund client payments through RightPay within 3 days of the payment being made. Go to the RightPay / Transactions screen and click the 'Refund' button next to the payment.
To change any information about your account, including banking information, please contact RightCapital support
Subscription generated payments are recurring amounts that are charged to clients monthly, quarterly or semi-annually. These are applied to clients in the Advisor Portal > RightPay > Subscriptions tab. One-time billing transactions are single payments that can be charged to clients in the Advisor Portal > RightPay > Invoices Tab. They can also be added in the subscription tab under the "upfront one-time payment" column. An additional 0.3% charge is associated with any subscription-generated payments. This charge will be in addition to the 3.5% + $0.30 transaction fee that is reduced from all other payments.
For additional assistance within RightCapital please contact our Support team.
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