How to create a CAP Connection

Step 1

Select the portfolio in which you wish to create a CAP connection.

Step 2

Select the connections tab.

Step 3

Select the "Accounts" sub-tab.

Step 4

Click on the "Connect" button on the right hand side, then select "Crypto Connection" on the submenu.

Step 5

Once on the "Sync Account" page, look for and select CAP Default as your connection in the submenu.

Step 6

On the bottom text box, you will be asked to name your connection. Type a name for connection.

Step 7

Click on "Add Virtual Connection" and your CAP connection is now complete. You have now added a CAP connection to your portfolio.