Introduction & User Guide
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.
RightCapital’s Client Portal is easy-to-use, informative, and secure.
Here are the key principles to an effective and enjoyable experience:
1. Account Setup
Follow our Get Started Link to create your RightCapital account and a secure password. From there, jump to creating your profile.
2. Profile
Your profile consolidates and organizes your financial information, this critical information will be used to build your retirement analyses, analyze important questions, and create your financial plan. Be thorough.
Linking accounts, listing goals, and filling out the rest of your profile are the building blocks for everything else, such as your financial dashboard. With this information, tradeoffs and proposals can be refined to find the best outcomes for you.
Once your profile is complete, you can enjoy a 40,000-foot view of your financial status, and access other important communication tools built within RightCapital.
3. Dashboard and Financial Sections
The dashboard has all the key elements for a financial overview. Review your balance sheet, check in on your portfolio, or measure progress on your goals. For instance, take a look at your financial plan's probability of success.
4. Vault
Use your Vault to securely share and store documents. Upload statements or photos of life insurance coverage to incorporate them in your plan in a safe manner. Just click on the “Folder” Icon in the top right-hand corner to access your Vault.
Your Vault contains a shared folder (between you and our team) and a private folder (only visible to you). You can save important personal documents to either folder for safe-keeping. Securely store items like photocopies of loan documents, insurance policies, birth certificates, etc. Think of it as your digital safe: any document you’d store in your home safe you can store in this Vault.
5. Tasks
RightCapital has a fantastic tool called Tasks to manage and collaborate on tasks. Just go to your Dashboard and then click on “Tasks”. You will be assigned tasks as you progress and are welcome to create your own tasks to stay on track towards making forward progress.