Integrating with Jackson connects client accounts at Jackson 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.
To set up an integration with Jackson, Log onto Jackson.com and ensure that your contracts appear in your user profile. Then:
On the left-hand side, click Integrations.
Locate the RightCapital card.
Flip the toggle from Inactive to Activated. This will launch the Terms of Agreement for you to accept or decline.
Click I Agree to accept the Terms of Agreement or Disagree to cancel the request. By clicking I Agree, you are acknowledging that you are authorized to request that your client data be sent to RightCapital.
Once the data feed is requested and the integration shows Activated, send an email including your Name, Email, Firm and Jackson Agent ID to firstname.lastname@example.org. Your Jackson data will begin transmitting within three to five business days.