RBC Clearing & Custody Integrating with RBC Clearing & Custody connects client accounts at RBC to RightCapital. Once integrated, RightCapital pulls 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 RBC: Submit a Data Authorization form to the RBC System Access Department. Once the firm has submitted that form, it usually takes 2-7 business days to process. When the feed setup is complete, the RBC Client Experience team will work with the firm to gather additional data to complete the setup process. RBC will then notify RightCapital when your data is available for integration, and we will reach out to you when your integration is set up and ready for use.
Once the integration is set up, link client accounts:
Click Open Client next to the client you’d like to integrate.
Navigate to Profile > Net Worth (or the 4
th step in the data entry workflow if this is a new client).
Click + Link Account and select “RBC” from the dropdown menu.
Note: This button only appears if the integration has been established
Search for the account number or name of the account owner from the integrated database.
Select accounts (using checkboxes 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!