Integrating with Betterment connects client accounts at Betterment too RightCapital. 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 evening with the previous night's closing value.
Generate an email to Support@bettermentforadvisors.com
Copy Support@rightcapital.com on the email
Specify that you wish to set up the integration between Betterment and RightCapital
The integration requires at least one funded account in Betterment.
Once the integration is set up, link client accounts:
Open Client next to the client you’d like to integrate
Profile > Net Worth (or the 4th step of the initial data entry
workflow, if this is a new client)
+Link Account and select "Betterment" from the dropdown menu.
This button only appears if an integration has already been established.
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen. Contact Us
For additional assistance within RightCapital please contact our Support team.
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!