The tutorial videos found here will help you to access your financial plan using access to Right Capital and your accounts using access to Blueleaf
Right Capital (Financial Plan)
Right Capital planning software is a main focus of each progress meeting since it is where we view your financial plan overview, details, and its likelihood of success
Contents of Video:
(0:00) How to create online account access for Right Capital
(3:20) How to access probability of success of financial plan
(5:50) How to access Cash Flows of financial plan (annual income, expense, and withdrawal needs)
(9:10) How to view account balances and additions and withdrawals from accounts over time
Real Time Account Data (Blueleaf)
Blueleaf is an online dashboard of all your financial accounts in a single location.
Our goal is to connect all your accounts to real-time data from the financial institution source where we can. Sometimes certain investment, annuity, or life insurance accounts cannot be connected, and we will update the account balances monthly, quarterly, or annually as available.
[0:00] What is Blueleaf?
[0:32] How to access your Blueleaf portal online
[2:00] Navigating the Blueleaf dashboard
[6:37] How to view performance of accounts over a desired time period:
[7:24] How to add a new account to your Blueleaf portal
[10:32] Blueleaf and security issues