Hedge Fund Capital Introduction Program Portal for Investors

Instructions

Investors of Hedge Funds may access the Hedge Fund Capital Introduction Program by taking the steps outlined below.

  1. Log in through the Portal

  2. Navigate to the User Menu (head and shoulders icon in the top right corner) > Settings > Select Investors Marketplace - Find a Provider at the top of the page.

    The account settings investors' marketplace button in portal.

    Alternatively, you may scroll down to the Investors Marketplace section and select Investors' Marketplace - Find Services.

    The investors' marketplace find services button in portal.

  3. A list of Hedge Funds will populate on your screen. To view information on the fund, select the blue "i” icon to the left of the fund.

    The investors' marketplace find hedge furn panel in portal.

  4. The Fund information will populate on your screen.

  5. To contact a fund, select the Request A Callback button in the top right corner.

    The hedge fund marketplace request a callback button in portal.

  6. Select Email or Phone. You are unable to write a message to the fund.

    The hedge fund marketplace fund contact panel in portal.

  7. To invest in a fund, select Invest In This Fund.

    The hedge fund marketplace invest in the fund button in portal.

  8. A pop-up will appear providing the minimum investment information. Enter investments of up to $250,000+.

    The hedge fund marketplace invest in this fund panel in portal.

  9. Select to Continue to save this information and navigate to the main screen.

  10. To redeem money from a fund, select Request a Redemption. Please note, you can only select this if you have previously invested in the fund through IBKR. If you have not yet invested in a fund, this button will be grayed out.

    The hedge fund marketplace request a redemtption button in portal.

    The hedge fund marketplace request a redemption panel in portal.

 

Additional Resources