SLP Wealth Knowledge Base
  • Support Home
  • General
  • Tax Services
  • Tech Help
  • Financial Planning
  • Forms
  • Investments
  • Miscellaneous

Right Capital

  • How do I link my accounts in RightCapital?
  • Re-link an account to RightCapital
  • Where do I upload documents in RightCapital?
  • Using account aggregation in RightCapital
  • How do I complete eSign after a failed KBA (Knowledge-based authentication) in RightCapital?
  • What is RightCapital?
  • How do I create my RightCapital account?
  • Where should I start once I create my account?
  • Do I have to use RightCapital?
  • My link to join expired. What should I do?
  • How will I use RightCapital?
  • How do I update my email address in RightCapital?
  • How do I complete a Canopy e-sign Request?

Categories

  • Altruist
  • Monarch
  • Canopy
  • Right Capital
No results found

© SLP Wealth 2025. Powered by Help Scout