Clear1 1.4.0

Clear1 1.4.0

CFS INSURANCE & TECHNOLOGY SERVICES LLC – Freeware – iOS
uit 14 stemmen
Laatste versie
1.4.0
Veilig te installeren
VERY GOOD User Rating

Investment Access Overview:

  • Secure access with multi-factor authentication and integrated biometrics
  • View account balances at an account, client, or household level
  • Contact your financial professional through one-click phone/email or explore their practice and values
  • See the Total Assets chart over time, detailing contributions and withdrawals
  • Observe the factors influencing changes in the Asset Change chart, summarizing Dividends/Interest, Net Contributions, Market Change, Fees, and Net Withdrawals. Track % change across selected periods
  • Access cost basis, unrealized gain/loss, where held status, and Data Services' as-of date

Position Review:

  • Inspect stocks, mutual funds, ETFs, annuities, insurance, money market vehicles, and more
  • View positions by weight, cost basis, unrealized gain/loss in $ or %
  • Expand the drawer to scrutinize security fundamentals like asset classifications, asset sub-class, where held status, account type or review 15-minute delayed quotes for stocks and ETFs with corresponding Price + Volume analysis

Activity Monitoring:

  • Monitor intraday pending activities from select custodians
  • Review transactions by keywords, periods or filter by transaction types

Secure Document Repository:

  • Instant access to statements, tax forms, confirmations with a single click
  • Evaluate financial plans or performance reports provided by your financial professional
  • Safely upload financial documents to notify your financial professional of their availability for access

Important Note:

The Clear1 mobile app for iPhone is accessible to clients with online access to the Clear1 website. Contact your financial professional to access the Clear1 website. Possible access fees from your wireless service provider may apply based on your mobile device. Contact your wireless service provider for specific fee information. For further details on privacy and security policies, consult your financial professional. Privacy and security policies are available on your broker dealer’s website.

Overzicht

Clear1 is Freeware software in de categorie Business ontwikkeld door CFS INSURANCE & TECHNOLOGY SERVICES LLC.

De nieuwste versie van Clear1 is 1.4.0, uitgegeven op 15-05-2024. Het werd aanvankelijk toegevoegd aan onze database op 15-05-2024.

Clear1 draait op de volgende operating systems: iOS.

Gebruikers van Clear1 gaven het een beoordeling van 4 op 5 sterren.

Schermafbeeldingen (Klik om te vergroten)

Aanverwante producten


Private Client Services

Capital Group Private Client Services provides clients with the convenience of accessing account information through their mobile app.
Veilige en gratis downloads, gecontroleerd door UpdateStar

Blijf actueel
met UpdateStar freeware.

Recente beoordelingen

FinePrint FinePrint
FinePrint - de ultieme oplossing voor efficiënt printen
4k YouTube to MP3 4k YouTube to MP3
Converteer moeiteloos YouTube-video's naar MP3-bestanden van hoge kwaliteit met 4k YouTube naar MP3.
Tenorshare 4DDiG Tenorshare 4DDiG
Herstel verloren gegevens gemakkelijk met Tenorshare 4DDiG!
Bang & Olufsen Audio Bang & Olufsen Audio
Dompel uzelf onder in eersteklas audio met Bang & Olufsen Audio van CONEXANT
QNAP Qfinder Pro QNAP Qfinder Pro
Beheer uw QNAP NAS-apparaten efficiënt met QNAP Qfinder Pro.
NVIDIA GeForce NOW NVIDIA GeForce NOW
Game overal met NVIDIA GeForce NOW!
UpdateStar Premium Edition UpdateStar Premium Edition
Uw software up-to-date houden is nog nooit zo eenvoudig geweest met UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Verbeter de prestaties van uw systeem met Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
Een nieuwe standaard in surfen op het web
Google Chrome Google Chrome
Snelle en veelzijdige webbrowser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essentieel onderdeel voor het uitvoeren van Visual C++-toepassingen
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: zorg ervoor dat uw systeem altijd up-to-date is!

Nieuwste updates


Ahnenblatt 4.28

Ahnenblatt by Dirk Böttcher is a user-friendly and versatile genealogy software that enables users to create and manage family trees and genealogical databases.

FileMenu Tools 8.5

Optimaliseer uw bestandsbeheer met FileMenu Tools van LopeSoft

Wavepad 20.23

Wavepad: bewerk uw audio met gemak

SSD Fresh 2026.15.02

Maximaliseer de levensduur van uw SSD met SSD Fresh

Mozilla Maintenance Service 139.1

Zorg ervoor dat uw Mozilla-software soepel blijft werken met de Mozilla-onderhoudsservice

Replay Media Catcher 2025.2.23.30

Replay Media Catcher: A Comprehensive Media Downloader Replay Media Catcher, developed by Applian Technologies Inc., is a powerful software tool designed for capturing and downloading a wide range of online media.