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Effective December 31, 2021, Club Accounting 3 is no longer supported, and a 2021 Club Tax Printer will not be offered for the program. To prepare your club tax returns, please review the following for assistance in switching to

Are you ready to switch to the world's most popular website for investment club accounting and operations? Whether you're using Club Accounting 3 or another online investment club accounting website, our support team is ready to help you get up and running most efficiently with our Club Concierge service, with customized assistance to make sure your existing data is transferred accurately and your new club hit the ground running!

The Club Concierge service is offered at no additional cost! Whether you use Club Accounting 3 or another club accounting program, we can help you take advantage of all of the great resources provided by Club treasurers and members alike will appreciate the many benefits that offers -- tools that you won't find in any other club accounting program.

CA3 Serial number (optional)  
Club name (optional)  
First name  
Last name  
Phone number
 ext  (optional)

Part of the import process includes checking the formatting of the member profiles. There are two places where the formatting used in Club Accounting 3 might not match what is using. To make sure that current member profiles are imported correctly, please do the following for all current members.

In Club Accounting 3, go to the View menu, and select Members. For each current member that shows up on the next page, do the following:
  • Double-click their name to open the Member Information window.
  • Make sure that the State/Province box only has a two-letter code, such as MA, AR, or CA , for example.
  • For any Phone Numbers entered, make sure they are formatted as 123-456-7890 with just a dash between each number. Using a () to mark off the area code, or entering the numbers in a long group such as 1234567890 may cause the import to skip everything but the member’s name when importing their profile information.
Additional Details:
The process of setting up an online club begins with setting up a username and password for the club administrator. Do you already have a username and password to any ICLUBcentral tool or website (, Investor Advisory Service, SmallCap Informer, StockCentral, etc.)?
Yes, I do have a username - use it for
No, I don't have a username - create one for me.
If you have any preference for a username, please let us know in the box below. (While the website does not allow for special characters such as * , $ , ^ , etc. we will do our best to accommodate any other requests.)

The setup of an online club also includes the option to send out email invitations to your club members. These email invitations give them the chance to set up their own username and password so they can access the site and check current reports. This does not give them access to make changes - it only allows them to view the club information.

We assume that you would like some time to get familiar with the web site, so by default we do not send out these invitation emails when doing the club set up.

If you would like us to send out these automated emails as part of the setup, please let us know. The invitations can always be sent out at a later time, so if you choose not to do so now, the opportunity will not be lost.
Yes, please invite my club's members.
No, please do not invite my club members.
Do you have any questions, comments, or requests for your username/password? If so, enter them below:
attach CA3 or XML export file

Once we get your message with your export file attached, we will begin getting your online club set up.

Once we have the club set up, we'll send you an email to let you know how to sign in to the site, along with a Quick Start Guide to help you get used to the basic functions of
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