RightCapital – One-Stop Access to Peace of Mind
Get started with financial planning – easy as 1, 2, 3
- Create an account HERE
- Use the guided process to enter your financial data
- View and track your net worth, income, and spending
Combining all your financial data in one place is the starting point for higher quality financial decisions.
A single view enables holistic decision making.
Set up your account today to unlock opportunities and ensure you’re on the path to success. RightCapital’s Client Portal is easy-to-use, informative, secure.
RightCapital Overview
Filling Out Your Profile
Begin the financial planning process by entering some of your details into RightCapital.
This document will guide you through the six-step process to input your:
- Earnings
- Savings
- Investments
- Liabilities
- Expenses
- Goals
Note: RightCapital uses bank-level encryption and multiple layers of security to make sure your information is safeguarded.
Account Aggregation
Account aggregation is a software that collects financial data from various sources, including banks, credit cards, and investment accounts, and consolidates it to a single platform to provide a holistic, easily viewed and analyzed perspective on personal finances.
Linking your accounts is quick and easy.
Troubleshooting Common Aggregation Errors
Error Message Troubleshooting Guide
Client account security
How secure is my financial data?