INCAPITAL

For Woodbury Financial Services use only.

Market-Linked Products
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Welcome!

 

As we continue to partner with Advisor Group to increase awareness of Market-Linked Products, Incapital is here to best equip you with the necessary tools to help you grow your business. This portal provides quick and easy access to:

Product Offerings

Education Center

Marketing Materials

Offerings

Education

Resources


Highlights

Info

Introduction SIMON 2.0 - Redesigned with You in Mind

The SIMON platform features enhanced technology and new navigation so you can do more, faster:

  • LEARN in the Learning Center: Overview, Training Courses, Videos, Glossary
  • EXPLORE the Marketplace: Current Offerings, Builder
  • MANAGE in the Lifecycle Portal: Order History, Past Offerings

For more information, please review the SIMON Platform Navigation Announcement and SIMON 2.0 Platform Update.

 

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IMPORTANT: Updated Training Certification Requirements on SIMON 2.0

Before you enter any new indication of interest (IOI), you must be complete educational certification on SIMON.

 

Please refer to the Educational Certification Notification that was sent out to Advisor Group Advisors.

 

Begin SIMON 2.0 Training Now

 

HOW TO GET STARTED ON SIMON TRAINING

To complete your training and login into SIMON™, you must enter through Advisor web portal. 

AG_How to SIMON Video

How to Get Certified

AG_How to IOI Video

How to Place an IOI


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HOW TO NAVIGATE YOUR INCAPITAL DEDICATED WEBSITE

AG_How to Incapital Video

Incapital Microsite Training




Past Offerings Document Search


Enter a CUSIP to search for past offering documents.

OR    

Firm Guidelines & Disclosures

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REMINDER: ADVISORS ARE REQUIRED TO SEND CLIENTS A FINAL PROSPECTUS

You may download the final prospectus from SIMON (once it is available post issuance date) and send it to clients electronically.
For assistance, contact SIMON at hello@simonmarkets.com or +1-877-31-SIMON (74666).

 

About Incapital

Incapital WMS

Founded in 1999 by Tom Ricketts, our Chairman as well as the Executive Chairman of the Chicago Cubs, Incapital is a premier distributor and industry-leading educator of Market-Linked Products serviced by a dedicated team of 50+ investment professionals. The firm has been recognized numerous times with awards from mtn-i, Structured Products, and Structured Retail Products for its ground-breaking products, distribution and education.

Contact Incapital

Click here to schedule an appointment with your wholesaler

Sales Desk (888) 849-5732

advisorsupport@incapital.com

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