Investor onboarding | CapConnect+

Organization

Your name Your email Investor organization name Organization website Investor sector

Dealers you have a relationship with Select all that apply. Used for matching and settlement.

Siebert Williams Shank Mischler Amerivet Citi Other

Onboarding dealer (if applicable)

CP contacts at each dealer One row per contact.

Legal / compliance email Receives all email communications. No platform access. Technical / IT contact email For support.

Optional. People who need platform access.

I confirm these details are accurate and agree to be contacted by CapConnect+ about onboarding.

Never include passwords in this form.

Your onboarding request is with the CapConnect+ team. We have emailed you a reference number.