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RightCapital Knowledge Base

BridgeFT

BridgeFT is a data aggregation integration that syncs portfolio data from the BridgeFT WealthTech API into RightCapital. It supports both custodian accounts and held-away accounts via Plaid.

Overview

Section titled “Overview”
Attribute Value
Integration Type Data Sync (Import)
Authentication OAuth 2.0 (JWT-based)
Data Flow BridgeFT → RightCapital (inbound)
Data Sync On-demand sync
Entity Model Household with Children (Accounts, Holdings)
Developer Yan Hu
Cron Owner yan.hu

Account Sources

Section titled “Account Sources”

BridgeFT provides two account sources:

Source Description Holdings API Balance API
Custodian Direct custodian accounts /data/luca/account-holdings/filter /data/luca/account-balances/filter
Held-away Plaid-connected accounts /heldaway/holdings/filter Embedded in account response

Custodian Accounts

Section titled “Custodian Accounts”
  • Filtered by is_active=true and status in ['funded', 'papered']
  • Uses account id as reference
  • Balances from T-2 weekdays (data freshness lag)

Held-away Accounts (Plaid)

Section titled “Held-away Accounts (Plaid)”
  • Uses plaid_account_id as reference
  • Account type determines RightCapital account type:
    • credit → Card Account
    • depository → Bank Account
    • investment / other → Investment Account

Account Type Mapping

Section titled “Account Type Mapping”
BridgeFT Subtype RightCapital Type
401k, Individual 401K 401K
Roth IRA, Minor Roth IRA Roth IRA
SEP-IRA SEP IRA
Simple IRA, IRA, Nationwide IRA Simple IRA
Rollover IRA, Traditional IRA Traditional IRA
Education Savings Account 529
Inherited IRA Inherited Traditional IRA
Trust Trust
UGMA-UTMA UTMA
Individual, JTWROS, Corporation Taxable

Holding Types

Section titled “Holding Types”
Code Description Mapped Type
CA Cash Asset Class CD
CE Cash Equivalent Closed-End Fund
CR Crypto Open-End Fund
DT Fixed Income Bond
EQ Equity Equity
ETF ETF ETF
MX Mixed/Other Option
UC Unclassified Option

Code Locations

Section titled “Code Locations”
Component Path
Backend Integration retail-api/app/Integrations/BridgeFt/
Connector (OAuth2) Connector.php
Integrator Integrator.php
Config Config.php
Models Models/Account.php, Models/InvestmentAccount.php, Models/BankAccount.php, Models/Holding.php, Models/Household.php
OAuth2 Provider OAuth2/Provider.php

Common Issues

Section titled “Common Issues”

Empty Access Token

Section titled “Empty Access Token”

Symptom: Required option not passed: "access_token" error

Solution: Re-authenticate the integration.

Data Freshness

Section titled “Data Freshness”

Symptom: Holdings data appears outdated.

Cause: LUCA data uses T-2 weekdays for reliability.

Account Not Syncing

Section titled “Account Not Syncing”

Symptom: Account visible in BridgeFT but not imported.

Solution: Verify account is_active=true and status is funded or papered.

Section titled “Related”
  • Capitect - Similar data aggregation integration