Skip to Main Content

Business Remote Access Contingency

Remote Access Capital IQ

What is Capital IQ?

This database includes profiles and data on public and private companies, investment firms, capital transactions, and people. It can be used for complex financial statement analysis, comparables analysis, sector analysis, and charting. Screening capabilities are available.


Creating Capital IQ Account

  1. Access Capital IQ registration page and enter your ND email address.

  2. Check your ND email account for an email from ClientSupport@capitaliq.com and click on "Register to Access S&P Capital IQ." 

  3. Fill out the registration form then click "REGISTER."

    • Select your graduation year from the "Choose your department" drop down.

    • Under "Job Title" enter "Student" (if you are a faculty or staff member enter your actual job title).

  4. Check your ND email account for an email from Capital IQ and select "Reset your password."

    • The password you set here will be used for all future logins to Capital IQ.

  5. After receiving a confirmation email from Capital IQ, DO NOT go directly to www.capitaliq.com to access. Use the library link to Capital IQ. We suggest bookmarking this link.

What is Capital IQ?

This database includes profiles and data on public and private companies, investment firms, capital transactions, and people. It can be used for complex financial statement analysis, comparables analysis, sector analysis, and charting. Screening capabilities are available.


Accessing Capital IQ

  1. Enter Capital IQ through the library link

  2. Sign in using your full ND email address and the password you set up. 

  3. You should see a dashboard page with access to Capital IQ's search and browse functions.
     

What is the Capital IQ Excel Plug-in?

Capital IQ comes with a separate downloadable Excel plug-in that allows for some automated data, analysis, and chart building functionalities. The plug-in is currently supported on most Windows operating systems. The plug-in is not currently supported on Mac OS systems.


Installing Capital IQ Excel Plug-in

  1. Log into Capital IQ with the following link

  2. Click "Downloads" on the left hand side under "My Profile"

  3. Click "Download Office Plug-in (New Installer) near the center of the page

  4. Run the downloaded .exe using NetID and password login if prompted

  5. Agree to the license agreement in the installation process

  6. Uncheck optional boxes enabling PPT Features and Word Features

  7. Once the installation completes, open Excel, and you should have an S & P Capital IQ tab on the top ribbon

  8. While in the S & P Capital IQ Excel tab click on the settings button on the far right and click settings in the dropdown

  9. Input your Capital IQ login credentials in the login section of the window that appears, this will give you full access to the plug-in capabilities

  10. Once your login credentials are saved, download templates of interest with the templates button in the Capital IQ tab for automated data functions