Account Access
Join Now

Welcome to CalFIT!

You’re just a few simple steps away from setting up your CalFIT account.

  • Fill out our digital application via the Join Now button below
  • Track and submit your account forms on the CalFIT Enrollment Hub
  • Sign and send your enrollment package via DocuSign

What You'll Need

 

Agency Documents

  • Investment Policy
  •  W-9

 

Data

  • Federal Tax ID Number
  • Name, Title, Email and Phone Number for the Primary Authorized Individual
  • Wire Instructions
    • Fund account details
    • Bank account information
      • Beneficiary name
      • ABA Routing Number
      • Intermediary Bank Information (if applicable)
  • ACH Instructions (if applicable)
 
Please note – the account forms do not need to be completed by the agency’s primary authorized individual; however, once the forms have been submitted, the entire DocuSign package will be sent to that individual for their official signature. If you are filling out forms on behalf of the Primary Authorized Individual, please be sure to use that person’s information instead of your own. 
All Set? Join Now!

FAQ

Who may participate in CalFIT?

CalFIT is available to all local governments in the state of California as defined in California Government Code Section 6500 and 6509.7. We welcome cities, counties, special districts, joint powers authorities, and more.

Are there different types of participation?

Yes, there are two levels of participation. Most public agencies will simply want to invest in CalFIT, so they will enroll as Investors. These participants will join via the CalFIT Enrollment Hub and get access to liquidity within a few days. Others may want to take part in and vote on JPA business. Those participants will enroll as Members. See below for more information on becoming a member. Membership in the JPA is NOT a requirement to participate in CalFIT.

How do I become a Member?

To become a Member, you must work with your governing body to adopt the Joint Exercise of Powers Agreement. For questions or guidance, please contact Carlos Oblites at coblites@chandlerasset.com or 1-844-915-5700.

For additional FAQs, please click here.