Using the Portal - Combining all your financial data in one place is the starting point for higher quality financial decisions. A single view enables holistic decision making. No more making piecemeal or siloed decisions. Set up your account today to unlock opportunities and ensure you’re on the path to success.

Linking Accounts - Making holistic financial decisions in an age where so much is changing daily can be difficult. We often tally up our total cash and debt on a piece of paper — or worse, in our heads. Decisions are often made in a silo, instead of with all available information. Some decisions are even made without our financial planners knowing the whole story! Think about how your financial future could look if both you and your advisor had all the facts that comprise your financial picture...retirement, tax planning, debt repayment, and more. Add your financial accounts (bank, investment, debt accounts) to your RightCapital client portal and see your unified financial view in one place.

Account Security - We use various practices, policies, and technology to ensure not only is your data locked down, but also limited to what is needed by your advisor. Read on to learn more.