Covaltiq — Business, intelligently connectedAlready registered? View your registration
GET STARTED WITH COVALTIQ

The right starting point
for the way you work.

Choose your onboarding path. Your account can support more than one relationship; access is assigned separately for each organisation.

SME onboarding

I represent a business

Register business access preferences and choose where your financial records should remain.

  1. Sign in securely
  2. Register access preferences
  3. Await a source connection
Continue as a business
Broker onboarding

I am a broker or adviser

Register broker access preferences. Each client will need a separately authorised source connection.

  1. Sign in securely
  2. Choose your broker role
  3. Await authorised client connections
Continue as a broker
Platform-user onboarding

I need platform access

Register the platform role appropriate to your work. Permissions are assigned separately.

  1. Sign in securely
  2. Choose your requested role
  3. Await authorised access
Continue as a platform user

Have an invitation?

Existing invitation and financial-sharing routes are paused while source connections are prepared. You can register preferences now; choosing a path does not grant access to another business or an administrative role.

Register platform access preferences