How do I add a Capital One Investing account?

George -

In order to add your Capital One Investing account, you must first create an access code. The details should be included when you try to link your account. 


For further instructions, try the steps below. 

  1. Log into your Capital One Investing account at
  2. Select the "Accounts" tab
  3. Select “Profile & Settings" from within the "Overview" drop-down menu.
  4. Select "Create Access Code" under "Personal Finance Access Code" in the right-hand column.

You can then use your  username and this access code to securely import your account with us. Please let us know if you have any questions at

Have more questions? Submit a request


Powered by Zendesk