RightCapital – One-Stop Access to Peace of Mind

Get started with financial planning – easy as 1, 2, 3

  1. Create an account HERE
  2. Use the guided process to enter your financial data
  3. 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:

  1. Earnings
  2. Savings
  3. Investments
  4. Liabilities
  5. Expenses
  6. 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?