step to follow
To begin using HOA Invest, start by clicking "Sign Up" to kickstart the registration process, where you'll provide your homeowners association (HOA) details. After successful registration, proceed to follow the platform's prompts to connect your financial accounts and embark on your HOAs journey towards an improved investment process.
sign Up
Sign Up to Join
Signing up with HOA Invest exclusively through Capital CS Group and Keystone Private Wealth is a streamlined process that seamlessly combines the financial and wealth management expertise of these institutions with the cutting-edge technology of HOA Invest. If you're interested in getting started, reaching out to your designated representatives at Capital CS Group or Keystone Private Wealth is the first step. However, if you don't have a designated representative, you can easily initiate the process by selecting "Sign up here." These seasoned professionals will guide your homeowners association (HOA) through the registration procedure, taking the time to understand your unique needs and objectives. They will ensure that the HOA Invest platform is custom-tailored to meet those specific requirements. This partnership between Capital CS Group, Keystone Private Wealth, and HOA Invest guarantees a personalized and efficient sign-up experience, empowering HOAs to fully utilize the advanced technology while also benefiting from expert financial guidance and wealth management services.
Link your accounts
Linking your accounts with HOA Invest exclusively through Capital CS Group and Keystone Private Wealth is a straightforward process designed for ease and convenience. Once your homeowners association (HOA) has signed up for HOA Invest, your designated representatives from Capital CS Group or Keystone Private Wealth will assist you in connecting your accounts. We will provide you with clear instructions on how to securely link your HOAs financial accounts to the HOA Invest platform. This linkage ensures seamless and real-time access to your financial data, enabling efficient management and monitoring of your HOAs finances. The collaborative effort between Capital CS Group, Keystone Private Wealth, and HOA Invest ensures that this process is hassle-free, providing HOAs with a comprehensive financial management solution tailored to their needs.
Link Account
investments
Check your Investments & Recommendations
Checking your investments and receiving recommendations with HOA Invest is a valuable and user-friendly experience. Once your homeowners association (HOA) has integrated its financial accounts into the HOA Invest platform, you gain access to suite of tools that allow you to monitor your investments, receive expert recommendations, and assess the overall health of your HOAs financial portfolio in real-time. Additionally, the collaboration with Capital CS Group and Keystone Private Wealth ensures that you have access to expert insights tailored to your HOAs specific financial goals and risk tolerance. This partnership empowers HOAs to make informed decisions, optimize their investments, and work towards achieving long-term financial success while benefiting from professional guidance and wealth management expertise.