RightCapital updates
RightCapital updates

Account Aggregation upgrade





We have implemented some significant changes to the account aggregation process. When clicking the 'Link Account' button clients will now be presented with a new interface designed by our aggregation partner, Yodlee. This interface features:

  • A smooth three-step flow for selecting a site, entering credentials, and reviewing accounts
  • A more robust search engine to make it easier to find the correct site
  • Site-specific instructions and prompts for multi-factor authentication

We hope these updates improve the aggregation experience for you and your clients!