Folio Institutional - RightCapital Help Center

What integrating with Folio Institutional does for you

Integrating with Folio connects client accounts at Folio Institutional 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 evening with the previous night's closing value.

How to set up your Folio Institutional integration

To set up an integration Folio requires a signed letter from an officer at your firm authorizing Folio to release the data. Click here for a sample letter.

Generate a letter directed to Folio Institutional that has been signed and printed on your firm’s official letterhead.

Email the signed letter to Support@folioinstitutional.com to the attention of "Data Feeds" from the signing officer's email on file with Folio.

We will notify you when the feed from Folio has been established and the integration is available.

How to use the Folio Institutional integration

Once the integration is set up, in order to link client accounts:

Click Open Client next to the client you’d like to integrate

Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)

Click + Link Account and select "Folio Institutional" 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.

Click 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.