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Wealth Mode
Home
About
About
Our Team
Services
Services Overview
Power Hour Consultation
Student Loan Plan
Financial Plan
Wealth Mode Planning
Investment Management
Tax Return Prep
FAQ
Blog
Clients
Login Account
Free Intro Call
Home
Folder: About
Back
About
Our Team
Folder: Services
Back
Services Overview
Power Hour Consultation
Student Loan Plan
Financial Plan
Wealth Mode Planning
Investment Management
Tax Return Prep
FAQ
Blog
Clients
Login Account
Free Intro Call
  • Orientation & Set-up,
• 7/11/24

RightCapital Set-up

Agenda

  • Create Login

  • Mobile App

  • Tasks

  • Vault

Action Items

  1. Create your RightCapital login (find your email invitation).

  2. Download the RightCapital mobile app. (see download links above)
    Apple App Store Download

    Google Play Store Download

  3. Learn from video how to use Tasks on desktop and mobile.

  4. Learn from video how to use the Vault on desktop and mobile.

Next

Introduction to Orientation & Set-up

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