Contact RightCapital Support: Phone, Chat, Email, and More

Great financial planning software is only as good as the support behind it. When you’re in the middle of building a plan, prepping for a client meeting, or troubleshooting a setting, you need clear answers, fast.

RightCapital’s highest-rated-in-industry support team is here to help financial advisors get unstuck, understand features, and use the platform confidently. We offer multiple ways to connect so you can choose what works best for your workflow: phone support, scheduled calls, in-app chat, email, the Help Center, webinars, and onboarding.

Below are all the ways to reach RightCapital support.

Call RightCapital support (phone)

If you prefer to talk to someone live, you can call RightCapital support during business hours.

Support hours: Monday–Friday, 9:00 AM–6:00 PM Eastern Time (with exceptions for market holidays and special holiday hours)
Phone number: (888) 982-9596, press 2 for the support team

If the team is busy, you can leave a message rather than waiting on hold. That way you can keep working and they’ll get back to you.

Best for: Urgent questions, time-sensitive meeting prep, quick troubleshooting.

Schedule a 15- or 30-minute support call

For more in-depth questions, or when you would like help before a specific client meeting, you can schedule time with the RightCapital team.

A scheduled call is ideal when you'd like to:

Walk through a client scenario
Review a module setup
Confirm assumptions or modeling inputs
Learn a workflow you’ll reuse across multiple plans

Tip: Share what you'd like to cover when scheduling so the team can prepare and make the time as efficient as possible.

Best for: Plan reviews, workflow coaching, strategy modeling questions.

Use in-app chat (talk to a real person)

RightCapital includes in-platform chat, so you can message support while you’re actively working in the software.

Unlike many support chats that route you to a bot, RightCapital chat connects you with a real support specialist. You can also step away and return later without losing context.

Benefits of in-app chat include:

Staying inside your workflow
Saving your conversation history
Downloading transcripts if you’d like to reference steps later

Best for: “How do I…?” questions, quick clarifications, step-by-step guidance.

Email RightCapital support

If email works better for your day-to-day, you can reach the team at support@rightcapital.com

If you email after hours, we’ll respond the next business day.

Best for: Non-urgent questions, attaching screenshots, documenting requests, multi-part topics.

Search the RightCapital Help Center (articles + tutorials)

Sometimes the fastest answer is self-serve, especially when you just need a quick reminder on a workflow.

The Help Center Assistant is an AI-powered tool built into the Help Center that lets users ask questions in plain language and get instant, contextual answers. Instead of searching through articles, RightCapital users can type a question (such as how to model a Roth conversion or where to update assumptions) to get relevant guidance pulled directly from RightCapital's documentation. It's available anytime, included with every subscription, and a fast way to find answers without waiting on a support response.

RightCapital’s Help Center includes:

Module overviews
Step-by-step articles with screenshots
Training resources and recordings
Frequently asked questions

Best for: Quick lookups, new team member training, feature refreshers.

Attend a live webinar or watch past recordings

Webinars are a great way to learn a workflow end-to-end and see best practices in action.

You can:

Attend live sessions and ask questions
Watch recorded webinars any time
Use webinars to train new staff consistently

If you’re new to RightCapital, start with foundational training sessions such as:

"Creating Your First Plan"
"Overview of the Planning Modules"
"Presenting Your First Plan"

Best for: Learning modules, improving client presentation, standardizing planning workflows.

Meet 1:1 with an onboarding specialist (if included)

If your subscription includes onboarding, you’ll have the opportunity to schedule time with an onboarding specialist early in your RightCapital journey.

To get the most value, schedule onboarding within your first 60 days to:

Set up your workflows and defaults
Confirm planning assumptions and settings
Learn reporting and presentation best practices
Reduce time-to-value for your team

Best for: New users, team rollouts, building repeatable firm processes.

After each support interaction, RightCapital sends a short satisfaction survey. We review feedback carefully and use it to improve both the product and the support experience.

If something wasn’t resolved the way you expected, we want to know, so we can follow up and make it right.

Best for: Continuous improvement, product feedback, closing the loop on unresolved issues.

Get help when you need it

Whether you prefer phone, chat, email, scheduled calls, webinars, or self-serve resources, RightCapital makes it easy to find support in the format that fits your workflow.

If you’re evaluating RightCapital, you can also experience the platform and support firsthand.

Start a free trial or request a demo to see how RightCapital can support your financial planning process.