BNY Mellon I Pershing SSO

What is a Single Sign-On?

A Single Sign-On, an SSO, is an authentication method that allows you to access multiple applications securely (BNY Mellon I Pershing & RightCapital Software) with a single set of credentials. Once you have been authenticated by logging into BNY Mellon I Pershing's NetX360+, you can securely access RightCapital software without re-entering your credentials. This saves you time and creates efficiencies as you cycle between your financial technologies. For information about the BNY Mellon I Pershing Integration, please click here.

Accessing through Single Sign-on (SSO) from NetX360+

1

Login to NetX360+

2

Go to the Tools Menu

3

Select RightCapital from the drop-down and login into your RightCapital account.

Accessing through Single Sign-on (SSO) from NetX360

1

Login to NetX360

2

Go to the Tools Menu

3

Select RightCapital from the drop-down and login into your RightCapital account.

RightCapital is committed to enabling your success. Each week, we set aside time to cover essential updates and host a Q&A with the product team, giving you direct access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance leveraging the Pershing integration for RightCapital, please contact Support.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

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!