Integrating with Interactive Brokers connects client accounts at Interactive Brokers 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.
Send an email to firstname.lastname@example.org indicating that you are requesting RightCapital integration. Be sure to:
Include your Interactive Broker account number
Once the data feed is established a member of RightCapital will notify the advisor through email.
Once the integration is set up, link client accounts:
Log in to RightCapital
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.