iPhone Screenshots


RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, track your expenses, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.

What’s New

Version 1.5.0

This update includes performance improvements and bug fixes to make RightCapital better for you.
Feel free to send us any comments or questions – we’d love to hear from you.

Ratings and Reviews

3.8 out of 5
43 Ratings

43 Ratings

Steve Ludd ,

On its way

Empower retirement (significant player in 401k game) accounts wont link. Continue to get “error” without ability to submit ticket or fix.

Also there’s no way to link third party accounts that aren’t bank accounts or investment accounts. For example I have a real estate fund with a website, portal, etc. but there’s no way to link.

Hopefully their developers continue to enhance the app otherwise this will get swallowed up by a big company who can do it comprehensively and right from the jump.

RKK2021 ,

Aggregation is Maddening

I constantly have to relink Wells Fargo, Firstmark Services, and Empower Retirement accounts on Right Capital but they update and stay linked on Mint. I also cannot find a way to sort investments largest to smallest on the Net Worth tab which is a really nice feature offered by Mint. Additionally, it would be nice if there was a way to link unvested RSUs/PSUs so you see a complete
picture for planning purposes. Finally, it would be very helpful if the app included the same information that is available when you log into Right Capital online.

Overall my experience has been that I use Mint for my day-to-day tracking of my portfolio and cash flow and I only log into Right Capital when I meet with my advisor for the reasons I specified above.

TheInsanelyGreat ,

Great experience so far

Really cool to be able to check my finance plan on the go. Also, easier way to stay on the same page with my advisor. I would like it if they made a more convenient way to login, instead of having to put in my email and password every time. In general, really good app!

App Privacy

The developer, RightCapital Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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