How It Works with 1120 Invest: Simplified Steps to Begin

At 1120 Invest, we’ve designed a seamless process to help clubs, corporations, and associations efficiently manage their financial investments. Here’s how you can get started:

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sign Up

Step 1: Sign Up

Getting Started Made Easy

  • Begin by clicking "Sign Up" on the 1120 Invest platform.
  • 1120 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 organization’s specific needs and objectives.
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Step 2: 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 club, corporation, or association.
    • Transferring Positions or Funds: Seamlessly transferring existing investments or cash.
    • Platform Access: Setting up your organization’s online access to the 1120 Invest application.
  • Statements: Accessible directly through the application for easy tracking and monitoring.
  • Daily Updates: Receive real-time financial updates through the 1120 Invest application, API integrations, daily data delivery, or downloadable CSV files.
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Link Account

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Step 3: Manage Investments & Receive Recommendations

Monitor, Optimize, and Grow

  • Once onboarding is complete, the 1120 Invest platform gives you the tools to:
    • Monitor Investments: Track maturing assets and daily updates.
    • Access Statements: View statements directly within the application.
    • Expert Recommendations: Receive tailored advice aligned with your financial goals and risk tolerance.
    • Timely Reinvestment Guidance: Recommendations are sent 90 days prior to maturity to ensure reinvestment instructions are received on time, avoiding idle cash.

With ongoing guidance from your SEC-registered advisor, your organization will be equipped to make informed decisions, optimize investments, and achieve long-term financial success.

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