CPI Portal
Set Up Your
Account
Tell us about your investment preferences so we can personalize your experience.
1
Personal Information
Your contact details
2
Risk Profile
Portfolio size & risk tolerance
3
Investment Strategy
Choose your focus
4
Open IBKR Account
Custodian & funding setup
5
Review & Confirm
Confirm your selections
Your Personal Information
We need a few details to set up your retail brokerage account with Interactive Brokers (IBKR).
Note: Your CAAM retail account is custodied at Interactive Brokers (IBKR). Your IBKR account number will be assigned by our team after onboarding and visible on your account page.
Your Risk Profile & Portfolio Size
Tell us how much you plan to invest and how much volatility you're comfortable with. We'll build a portfolio sized and positioned accordingly.
You can adjust your contribution any time. This just helps us set an appropriate starting allocation.
Risk Tolerance *
Conservative
Capital preservation focus. Lower volatility, steady returns. Best for shorter time horizons.
Moderate-Conservative
Balanced with a lean toward stability. Some growth exposure with downside protection.
Moderate
Equal balance of growth and preservation. Comfortable with normal market fluctuations.
Moderate-Aggressive
Growth-oriented. Comfortable with higher volatility for stronger long-term compounding.
Aggressive
Maximum growth. Highest volatility tolerance. Longest time horizon. Full conviction.
Choose Your Strategy
Select how you'd like your investment allocated across CAAM's offerings.
Public Equities
A carefully selected portfolio of high-quality public companies that CAAM believes can compound your capital over the long term. Managed for you by our investment team.
Open Your Brokerage Account
Your assets are custodied at Interactive Brokers (IBKR). CAAM manages the investments; IBKR safeguards your money, sends your statements, and provides SIPC insurance up to $500,000.
What Happens Next
1
We email you an IBKR invitation link
Usually within 1 business day. Sent from our CAAM advisor portal at Interactive Brokers.
2
You complete IBKR's application (~10 min)
Standard brokerage onboarding: identity verification, tax forms, funding instructions. IBKR handles it on their secure site.
3
Fund the account — CAAM takes over
Once funded, we begin investing according to your selected risk profile. You can watch everything from your CAAM dashboard.
How will you fund this account? *
IRA Rollover
Transfer an existing IRA to your new CAAM/IBKR account.
401(k) Rollover
Roll over a previous employer's 401(k).
Bank Transfer / New Funds
Open a new account and fund it directly from your bank (ACH or wire).
Have Ready for IBKR
• Government ID (driver's license or passport)
• Social Security Number
• Bank account for funding
• Employer & employment status
Got it — funding method saved
When you confirm on the next step, we'll queue your IBKR invitation. You'll receive the link by email, usually within 1 business day.
Review & Confirm
Review your selections below. You can update your preferences at any time from your account settings.
Your Personal Information
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Your Risk Profile
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Your Strategy
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Your Funding Method
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Next Step — IBKR Invitation
When you confirm below, we'll queue an IBKR invitation for you. Within 1 business day, you'll receive an email from Interactive Brokers with a secure link to complete your brokerage account. CAAM cannot invest for you until your IBKR account is open and funded.
You can update your preferences at any time from your account settings.