Activating Your Capital IQ Trial

Signing up for Capital IQ

How do I access Capital IQ?

Follow the steps below to access your two-month free trial of Capital IQ included with your Full-Immersion subscription.

1. Log in to your student dashboard and click "Full-Immersion Tools" from the lefthand navigation bar.
2. Select Partnership Deals.
3. Click on the Capital IQ tile.
4. Get your CFI email address by clicking the link included in step one. Please allow 5-10 minutes for the email to arrive in your inbox, or click the "Refresh Inbox" button.
5. Click the Capital IQ registration link and enter your CFI email address. You may need to wait a minute or two while your account is created.
6. Return to your CFI email inbox to check your email.
7. Follow the instructions contained in the email from Capital IQ to complete the signup process.

Frequently Asked Questions

Are there data restrictions in my Capital IQ access?

• The two-month free trial provides data for North America.

My trial access has ended. How do I extend it?

• To explore extending your access to Capital IQ, please send an email to [email protected].

Can I request access to Capital IQ more than once?

• Access to Capital IQ can only be requested once, even though your CFI subscription renews annually.

Can I request access to Capital IQ any time during my subscription?

• Yes, you can start your free trial anytime during your active Full-Immersion subscription.

If I upgrade to Full-Immersion, do I get access to Capital IQ?

• Yes, all Full-Immersion learners are eligible to enroll in the free two-month trial.

Is Capital IQ required to complete any CFI courses?

• No, access to Capital IQ is not mandatory to complete any of our courses.

How long does it take to process my Capital IQ request?

• Access requests should be processed within minutes. If you need assistance with the signup process, please email us at [email protected].