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How do I enable the RightCapital integration?

Team Wealthbox
Team Wealthbox
  • Updated

To enable the RightCapital integration, you should be able to follow the steps below:

  1. Log in to RightCapital and navigate to Integrations > Wealthbox.

  2. Click the "Connect" button, and then enter your Wealthbox login credentials to continue.

  3. Complete the connection by clicking "Yes, I authorize this request."

  4. You should be returned to RightCapital, and the integration should now be complete!