Integrating with Investigo connects client accounts at Investigo to RightCapital. Once integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday morning with the previous day's closing value.
Input your Investigo credentials and enter your MFA verification. A token will be sent to your email address. Enter the token value into the screen to continue.
Once logged in, you will be redirected to the home portal, click the Administration tab, and select the “User-Edit”.
Click on the tab that says ‘API Keys’, and you will find two sections named “Generate New API Key” and “API Keys”, you can create a new API Key, then copy Public Key and Private Key pairs into RightCapital and click connect button.