Last Updated: 11 Dec 2023 Views: 5250 (After reading, tell us below if this answer was helpful)

Accessing Capital IQ (web version)


You have access to two related platforms from S&P Global:

You must sign up for your own account to use either Capital IQ platform.

Contents of this post

 

Differences between legacy Capital IQ and Capital IQ Pro

On 18 August 2023, the default platform became Capital IQ Pro. It now contains all of the information and features of legacy Capital IQ, in addition to the SNL Financial data relating to banking, insurance and financial companies. In Capital IQ Pro, you have access to several sources of financials and RatingsDirect data.

You can still access the legacy Capital IQ platform from Capital IQ Pro, if you find that platform more familiar or easier to use. You do not have access to the SNL Financial data in legacy Capital IQ.

There is also an Excel version of Capital IQ Pro, available from the Eddie Davies Finance Zone, and in the Software Center for staff installations. The Excel add-in gives you additional historical data and templates.

Finally, we have additional subscriptions to selected Capital IQ data sets in WRDS. 

 

Signing up for an S&P Capital IQ account

You must sign up for your own account to use Capital IQ. The account works with both platforms, web and Excel versions.

Steps to register, starting from legacy Capital IQ:

  1. Go to the entry page for Capital IQ on Library Search.
  2. Click on 'New User?' at the top-right.
  3. Sign up with your University of Manchester email address.

Screenshot of Capital IQ login page, highlight the 'new user' link

Steps to register, starting from Capital IQ Pro:

  1. Go to the entry page for Capital IQ Pro on Library Search.
  2. Click on 'NEW USER SIGN UP' at the bottom, then 'CAPITAL IQ PRO NEW USER SIGN UP'.
  3. Sign up with your University of Manchester email address.

Screenshot of signing up to Capital IQ Pro, click the new user link below the login box.

If you are having trouble logging in, please try again in another browser, clear your cache and cookies or use incognito mode.

If you are having trouble registering, you can use the Forgot Your Password option to reset or create your first password.

 

Accessing legacy Capital IQ from Capital IQ Pro

As of 18 August 2023, when you log into Capital IQ, you will be taken to Capital IQ Pro. You can now access all of the information from legacy Capital IQ within Capital IQ Pro, in addition to SNL Financial data on the banking sector.

If you are in Capital IQ Pro and wish to return to legacy Capital IQ, follow these steps:

  1. In the main S&P Capital IQ Pro menu, click 'Tools'. (You may have to click 'More' first if your screen is not very wide.)
  2. Click the first option 'S&P Capital IQ Platform'.
  3. If you see an error message, you may need to either clear your browser cache/cookies or open the link in incognito mode.

S&P Capital IQ Pro platform, return to legacy platform in the ‘Tools’ menu (you may have to click ‘More’ first).

 

Any problems creating an account or accessing?

If you have any further access issues:

  1. Go to the entry page for Capital IQ on Library Search
  2. Click the 'Report a Problem' button.
  3. Fill in the details and submit your report.
  4. The eResources team will get in touch with you soon.

For queries about training and data, see our post:

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