Within the Bell Icon > Notification Settings tab of the Advisor Portal, advisors can opt to receive RightCapital notifications as part of a daily report email. This can be done by checking the box in the 'Include in daily report email' column for one or more notifications:
The daily report email is sent starting at 11:00 am EST each day. This email is sent from no-reply@rightcapital.com, and will include all notifications that you have opted to 'Include in daily report email':
For advisors with Team Sharing enabled, each advisor will receive their own daily report email with notifications for their respective clients. Advisors will not receive notifications pertaining to clients listed under other advisors.
For more on Notifications...
For more details on Notifications in RightCapital, click here.
