Account preferences can be found in the Advisor Portal > Gear Icon > Account > Preferences tab:
Do not automatically list my clients on Advisor Portal > Clients page:
This setting will hide your client list by default. Rather than displaying a full list of all of your clients within the Advisor Portal > Clients tab, checking this setting will instead create a searchable list that can pull up households without exposing additional client details from your book of business.
BCC me on all client communications:
This setting will automatically BCC (blind carbon copy) you on all client communications sent from RightCapital on your behalf. This includes client invitation emails, task reminders, and emails concerning RightPay subscriptions.
Default new tasks to 'not visible' to the client
Checking this setting will change the default visibility for new Tasks, causing them to be set to 'not visible' by default. This setting is unchecked by default.
Default new notes to 'not shared' with the client
Checking this setting will change the default visibility for new Notes, causing them to be set to 'not shared' by default. This setting is unchecked by default.
Create a College goal when a Child is added
Checking this setting labeled will automatically create a College goal card in the Profile > Goals area when a child is added within the Family Profile. This setting is checked by default.
Mark managed accounts for the balance sheet details
Checking this setting will add a visual indicator to invested assets in the Balance Sheet that are marked as "managed". This setting is unchecked by default.
