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  • Account - RightCapital
    Try refresh this page, or open our website in a Chrome's incognito window if the problem persists
  • RightCapital | Financial planning software done right
    Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently
  • Your Guide to the RightCapital Client Portal
    How will my client learn how to use RightCapital? There are convenient client-facing materials within the Help Center for a good background on RightCapital These materials include information about the value of their portal, security, outside account linking, and trouble-shooting
  • Getting Started in RightCapital - RightCapital Help Center
    When you need assistance in RightCapital, understanding where to go for help is an essential first step in achieving your goals From the first time you log in to RightCapital, you will have full access to advisor resources Whether you've been designated an Onboarding Specialist to help you accelerate the learning curve or whether you are looking for a case review before presenting your first
  • Help Center Home - RightCapital Help Center
    Planning Modules Click here for an overview of the planning modules in RightCapital Training Videos Videos designed to expand software knowledge and establish best practices Client Experience Wow your clients and prospects with branding, presentation and access Integrations Connect all your platforms to RightCapital
  • Modern Features for Todays Financial Advisors - RightCapital
    From interactive retirement planning and tax-efficient distribution to student loan management, we simplify the complexity of financial planning
  • Branded Login Page - RightCapital Help Center
    Branded Login Page If a client has not started their account, invite them to do so
  • Mobile Application - RightCapital Help Center
    Mobile Application Overview of the Mobile App The RightCapital's mobile app allows your clients to see a comprehensive view of their finances at any point, right on their phone They can log in to the app using the username and password they use to access their RightCapital account Clients will need access to RightCapital before they can log into the mobile app For more information on
  • Change or Reset your Password - RightCapital Help Center
    Enter your current password, enter a new password twice, and click the blue Save button:
  • Change Clients Password or Remove Access - RightCapital
    RightCapital enables advisors to manage the login permissions for any client who has set up their account to log in to their Client Portal To do so, open the Advisor Portal, select the client’s name in the client list, and click the Client Access tab on the right, next to "Personal Info":





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