Using account aggregation in RightCapital
Once account aggregation has been activated in your subscription, you will be able to use the green
Link Account > Aggregation button on the
Net Worth screen to link accounts from your financial institution.
Linking your accounts is quick and easy. You can follow the simple steps below:
- Open your financial plan
- Access the Profile > Net Worth area
- Click the blue Link Account button (if you have one or more integrations connected, click Aggregation from the dropdown).
- Use the search bar to search by name or URL of the financial institution. Clients may also click on the common connections quick links listed below the search field.
- You can enter the login credentials that you use to access their financial institution’s website. Some institutions will require additional security information. You may need to enter any two-factor authentication details or security questions that appear on the screen.
- Click the Close button on the bottom right, or the "X" in the upper right corner, to complete the link account process for the specified institution or select Link Another Site to link more institutions to add to your financial portal.
- The accounts will then appear under the appropriate bar on the left side of the net worth screen. A green checkmark will indicate that the accounts are connected.
Please watch this video for a step-by-step guide.
If you have any questions, please reach out to support@slpwealth.com