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Clear1

Access Your Investments - Overview

Access Your Investments - Overview

Clear1

by CFS INSURANCE & TECHNOLOGY SERVICES LLC
Clear1
Clear1
Clear1

What is it about?

Access Your Investments - Overview

Clear1

App Details

Version
1.4.0
Rating
(15)
Size
6Mb
Genre
Finance Utilities
Last updated
January 19, 2024
Release date
May 31, 2022
More info

App Store Description

Access Your Investments - Overview
- Secure access with multi-factor authentication and integrated biometrics
- See your account balances at an account, client or household level
- Contact your financial professional with one click phone / email or learn more about their practice and values
- View the Total Assets chart over time, along with corresponding contributions and withdrawals
- View the factors driving change in the Asset Change chart, summarizing your Dividends / Interest, Net Contributions, Market Change, Fees and Net Withdrawals. See the % change over select periods.
- Access the cost basis, unrealized gain / loss, where held status and as of Date of the data services
Review your Positions
- View your stocks, mutual funds, ETFs, annuities, insurance, money market vehicles and more!
- See your position by weight, cost basis, unrealized gain / loss by $ or %
- Expand the drawer to see security fundamentals such as asset classifications, asset sub-class, where held status, account type or review a 15 minute delayed quote for stocks an ETFs with a corresponding Price + Volume analysis.
Monitor your Activity
- See intraday pending activity from select custodians
- Review transactions by keywords, select periods or filter by various transaction types
Utilize our secure Document repository
- One click access to select statements, tax forms, confirmations.
- Review financial plans or performance reports delivered by your financial professional
- Securely upload a financial document which will notify your financial professional its available to access!

Important Note:
The Clear1 mobile app for the iPhone is available to clients who have online access to the Clear1 website. To access the Clear1 website, please contact your financial professional.
You may be charged access fees from your wireless service provider depending on your mobile device. Please check with your wireless service provider for details on specific fees and charges.
For more information regarding our privacy and security policies, please contact your financial professional. Privacy and Security policies can be found on your broker dealer’s website.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.