Capital IQ - User Account & Excel Plug-In
The Capital IQ platform provides research, data, and analysis on private and public companies. Covers areas of corporate finance, including investment banking, equity research, asset management and more.
Creating a Capital IQ User Account
- Open any browser and navigate to https://www.capitaliq.com
- Click on New User? in the upper right corner of the page.
- Enter your WFU email address and click Submit.
- After a few minutes, you will receive a "New User Sign Up" email from Capital IQ Client Support containing a link to complete your registration. Follow the instructions to complete you registration.
- After completing the registration form, you will receive a "Welcome to the S&P Capital IQ platform" email from Capital IQ Client Support with a link to Set your password. Follow the instructions to set your password. This password may be needed depending on which version of the Excel Plugin you use (it will not synchronize with your WFU account).
Accessing the Capital IQ Site
- Open any browser and navigate to https://www.capitaliq.com
- Click the LOG IN button in the upper right corner.
- Use your WFU Google account to log in.
S&P Capital IQ Excel Plug-in
The Capital IQ Plug-in can only be run on Windows. Please visit Running Windows on your Mac for additional information.
Click here for S&P Capital IQ Excel Plug-in Installation Instructions
(WFU Google Login Required)
- Download Time: 3-5 minutes
- Installation Time: 3-5 minutes