How to Setup Your BayRock Plan

There are a few key steps in setting up your plan in BayRock and in this post, I'll outline the steps and some information to help you get the most out of your experience. This article is intended for Students of Personal Finance at the Bauer College of Business at University of Houston. However, the steps outlined below will help you get started whether you're a UH Student or a BayRock client, or if you're just wanting to follow along and build your first financial plan, welcome!

Getting Started

• Subscribe to our Podcast in iTunes and everywhere Podcasts are played
• Enroll in Money Study Group Online
• Update Your Plan using this link - CLICK HERE NOW.

Jump in and start tracking your financial progress right away. Once you get started , I'll be able to see monitor your activity from my advisor dashboard.

• You will be prompted to enter a password and create an account.
• Please bookmark the page and be sure to save your password.
• For your convenience, we've included easy links at the top of our pages and posts on our websites at BayRock Financial and also at Missional Money.

Download the RightCapital Mobile App

The RightCapital mobile app is available for iPhone and Android devices. Clients can visit the App Store or Google Play store to download the App.

RightCapital mobile app download links:

• Apple App Store download
• Google Play Store download

 Apple App Store download

Search for RightCapital

1. Click the blue Get button
2. Once the download is complete, click the blue Open button
3. Insert your login information when prompted

 Google Play Store download

BayRock and RightCapital Mobile App

1. Search for RightCapital
2. Click the green Install button
3. Once the download is complete, click the green Open button
4. Login using the same email and password you used to create your account in previous step.