S&P Capital IQ: Access & registration troubleshooting

How do I register for an S&P Capital IQ account?

To register from on or off campus:

  1. go to the CapIQ's database description
  2. click on "register with a valid SFU email address"

 Note: Set up this account with a password different from your SFU computing ID.

Access steps

  1. Always enter the database via the Connect link.
  2. Confirm you are a current SFU researcher: 
    • Enter your SFU username and password (access to S&P Capital IQ is restricted to current students, faculty and staff at Simon Fraser University).
  3. Log into your CapIQ account:
    • On CapIQ login screen, enter your S&P Capital IQ username (your SFU email address) and password.

Troubleshooting help

 Spring 2024: Some users have reported an error message when registering for or accessing their S&P Capital IQ account: "This user account is valid for other S&P products. It has not yet been registered with Capital IQ or Capital IQ Username was not entered."

If you see that message, please email either Mark Bodnar <mbodnar@sfu.ca> or Library Help <libhelp@sfu.ca>. Include the version of your SFU email address that you were using as a User ID in Capital IQ. If possible, also include a screenshot of the error message.

Access issues?

Error messages when connecting to the database?

Make sure you are signing in through the SFU database using the Connect link.

Previously bookmarked the S&P login site? 
  1. Try clearing your browser's cache and cookies or try a different browser.
  2. Try incognito mode/privacy mode of your browser.
  3. Last resort: on the S&P login page, use the "Forgot your password?" option.
Account locked?

On the S&P login page, use the "Unlock your account?" option.

Registration issues?

Never received the registration link from S&P?

A) Auto-generated emails from databases might be delayed or blocked by mail and/or spam filters: 

  1. Check your junk/spam email folder.
  2. Try clearing your browser's cache and cookies.

B) Still no email? Use S&P's password reset method while using the "incognito mode" of a browser:

  1. Switch to incognito/private mode,
  2. Access CapIQ via the Library's link (entering your SFU ID/password to connect through to the S&P site if prompted for it),
  3. Click on "Forgot your password?" option,
  4. Enter your username (should be the version of your SFU email address that you used when you first tried to register),
  5. Check for an email from S&P with directions on what to do next. Be sure to try your junk/spam email folders as well, in case your email program filtered it out.

Related FAQs

How can I access the Excel add-in for S&P Capital IQ?

S&P Capital IQ is available for current SFU students, faculty, and staff. If you haven't done so already, first register with a valid SFU email address for an S&P account. 

   This FAQ applies only to the Excel add-in for S&P Capital IQ. The main web interface for S&P Capital IQ is available both on campus and remotely for all current SFU researchers.

The S&P Capital IQ database offers an Excel add-in feature that provides an alternative method to retrieve most Capital IQ data. The add-in allows you to create formulas within Excel, including ones that incorporate searches and lists you've saved in the main web interface, or you can use the pre-built template spreadsheets covering a wide range of business topics.

Screen capture from S&P Capital IQ showing the location of the My Capital IQ and Downloads links.
Downloading the Excel add-in

 The Excel add-in feature is only available for computers using the Windows operating system.

You can download the add-in from within your S&P Capital IQ account. Go to My Capital IQ (top left corner of the screen) and select Downloads. Then select the option to "Download Office Plug-in" and follow the instructions to install the plug-in.

Accessing the Excel add-in

On campus 

All current SFU researchers: The Excel add-in feature is available for all current SFU researchers with S&P accounts while you are at any SFU campus and logged into the SFU network.

Off campus 

SFU faculty & staff should be able to log into the Excel add-in from off campus without any extra steps. If you encounter issues, contact S&P to confirm that your S&P Capital IQ account is properly coded as a faculty/staff account. Call them at +1 888 806 5541, or email them at support.CIQ@spglobal.com.

SFU graduate students must first connect to SFU's Virtual Private Network (VPN) before logging into the Excel add-in. For instructions on how to download and install the Forticlient VPN app, see Get Started with SFU VPN. 

SFU undergraduate students are unable to access the Excel add-in from off campus. 

Current members of the Beedie Endowment Asset Management (BEAM) team should contact the Business Librarian, Mark Bodnar, to discuss options: mbodnar@sfu.ca.

If you have further questions, please contact Mark Bodnar: mbodnar@sfu.ca.

On this page

More help

If you're still encountering issues after trying the above tips, contact S&P Capital IQ support by email at support.CIQ@spglobal.com.