Before you get started we need to get your account migrated from our legacy Connect2Capital application. Below you’ll find the steps you need to follow to get started.

1. Navigate to https://partners.connect2capital.com and sign-in like normal.  
    
    
   
2. Next you will see a screen informing you that we’re migrating your account, after that you’ll see this confirmation screen 
    
    
   
3. Once you are redirected, you will see the following page, click “Sign up now” to create your new account 
    
    
   
4. Fill in your details and create a password. Click “Create”. 
    
    
   
5. Next you will need to select your Two Factor Authentication (2FA) method. You can either click “Continue to app” to opt for sign-in codes to be sent to your email address each time you sign in, or you can click “Set up an authenticator” to use an app like you used in Connect2Capital. 
    
    
   
6. You have now created your account! The last step is to accept your invite to CRF Connect on the following screen. 
    
    
   
7. Once your invitation has been accepted, you can now click the “Dashboard” link to get started using CRF Connect!