Sign in with Microsoft: single sign-on for your brokerage
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- On the broker’s path
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The problem this solves: Your team already uses Microsoft for work and wants to use the same account to enter Capitality, keeping its existing access.
Choose Continue with Microsoft on either the sign-in or sign-up page. Capitality recognizes an account you have already connected. If you are new, it guides you through the remaining registration steps without asking you to choose a different page.
How it works
Section titled “How it works”- On the sign-in page, choose Continue with Microsoft. The same button is available on the sign-up page when Microsoft sign-in is configured.
- Choose your account on Microsoft’s own page. Enter your Microsoft password only there.
- For an account you have already connected, continue to Capitality. If you enabled two-step sign-in, complete that check as usual.
- On your first connection, confirm your email address with the code Capitality sends you. A matching, verified Capitality session can also confirm your address.
- If the account already exists, choose Connect Microsoft and sign in. If you are new and registration is available, check your name and accept the terms and data processing agreement. Marketing updates remain optional.
When registration is closed and you have no valid invitation, Capitality shows the access request form with your address already filled in. Signing in does not open registration or create a new workspace. An invitation returns you to the invitation after sign-in.
Connect Microsoft from your profile
Section titled “Connect Microsoft from your profile”You can also connect Microsoft while already signed in:
- Open Settings → Profile → Security → Sign-in methods.
- Choose Connect Microsoft, then select the Microsoft account with the same email address as your confirmed Capitality address.
- Complete Microsoft’s sign-in and return to your profile. The method shows Connected.
Your existing password and other connected sign-in methods remain available. If the addresses differ, select another Microsoft account or update and confirm your Capitality address first.
What Capitality receives from Microsoft
Section titled “What Capitality receives from Microsoft”| Used for sign-in | Not accessed through sign-in |
|---|---|
| Your name | Email messages |
| Your email address | Calendar events |
| Confirmation of your connected identity | Files in OneDrive |
| Your Microsoft password |
Connecting a mailbox is a separate action with its own permission. Signing in with Microsoft does not connect your mailbox.
If something does not work
Section titled “If something does not work”- The confirmation code has expired. Request another code on the confirmation page. If the whole sign-in attempt has expired, start again from the sign-in page.
- Your existing email address is unconfirmed. Capitality asks you to use your existing sign-in method and confirm the address first. Use password recovery if you need it.
- Microsoft asks for administrator approval. Ask the person who manages your firm’s Microsoft accounts to review the sign-in request.
- The Microsoft button is missing. The connection is not available. Use one of the sign-in methods shown on the page.
Frequently asked questions
Section titled “Frequently asked questions”Can I register directly with Microsoft?
Section titled “Can I register directly with Microsoft?”Yes, when registration is open or you have a valid invitation. Continue with Microsoft, confirm your email address and complete the short registration step. If access is by invitation only and you are not invited, you can request access instead.
Does it matter whether I start on sign-in or sign-up?
Section titled “Does it matter whether I start on sign-in or sign-up?”No. An existing connected account signs in from either page. A new account continues to registration or an access request, according to the current invitation rules.
Will I get a second account or different permissions?
Section titled “Will I get a second account or different permissions?”No. An existing account keeps its workspaces, memberships and roles. Capitality asks you to confirm the connection before Microsoft is added as a sign-in method.
Does signing in give access to my mailbox?
Section titled “Does signing in give access to my mailbox?”No. A mailbox is connected separately. The Microsoft sign-in button only signs you in to Capitality.
Does Capitality still ask for my two-step code?
Section titled “Does Capitality still ask for my two-step code?”Yes, when the check is required for your account. Microsoft is connected only after you complete that check. The same trusted-device rules apply as with your other sign-in methods.
Can I still use my password or Google?
Section titled “Can I still use my password or Google?”Yes. Existing sign-in methods remain available. You can also read about signing in with Google.
New in this feature
The changes of this feature, newest first — one line per change, with the version it shipped in.
- App 0.52.2Find clear instructions for connecting another sign-in account and keeping your existing access.
- App 0.52.0Choose your preferred sign-in method and connect additional accounts from your security settings.