step to follow
To begin using HOA Invest, start by clicking "Sign Up" to kickstart the registration process, where you'll provide your homeowners association (HOA) details. After successful registration, proceed to follow the platform's prompts to connect your financial accounts and embark on your HOAs journey towards an improved investment process.
sign Up
Sign Up
Getting Started Made Easy
Begin by clicking "Sign Up" on the HOA Invest platform.
HOA Invest is offered exclusively through Capital CS Group and Keystone Private Wealth, combining expert financial guidance with innovative technology.
If you have a designated representative at Capital CS Group or Keystone Private Wealth, they will guide you through the process.
If not, simply click Sign up here to begin.
Our team will ensure the platform is tailored to meet your HOA’s specific needs and objectives.
Onboarding with an SEC-Registered Advisor
Guided Onboarding for a Smooth Transition
After signing up, you’ll be connected with an SEC-registered investment advisor who will guide you through the onboarding process.
Your advisor will assist with:
- Account Setup: Establishing new accounts for your HOA.
- Transferring Positions or Funds: Seamlessly transferring existing investments or cash.
- Platform Access: Setting up your HOA’s online access to the HOA Invest application.
Statements are accessible directly through the application for easy tracking and monitoring.
You’ll also have the option to receive daily financial data through:
- API Integration.
- Daily Data Delivery.
- Downloadable CSV Files.
This ensures your HOA has secure and flexible access to all financial information.
Link Account
investments
Manage Investments & Receive Recommendations
Monitor, Optimize, and Grow
Once onboarding is complete, the HOA Invest platform gives you the tools to:
- Monitor investments and track maturing assets daily.
- View statements directly within the application.
- Receive expert recommendations tailored to your HOA’s financial goals and risk tolerance.
With ongoing guidance from your SEC-registered advisor, your HOA will be equipped to make informed decisions, optimize investments, and achieve long-term financial success.