Clear1 1.4.0

Clear1 1.4.0

CFS INSURANCE & TECHNOLOGY SERVICES LLC  ❘ Freeware
iOS
out of 14 votes
Latest Version
1.4.0
Safe to install
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.

Overview

Clear1 is a Freeware software in the category Business developed by CFS INSURANCE & TECHNOLOGY SERVICES LLC.

The latest version of Clear1 is 1.4.0, released on 05/15/2024. It was initially added to our database on 05/15/2024.

Clear1 runs on the following operating systems: iOS.

Users of Clear1 gave it a rating of 4 out of 5 stars.

Screenshots (Click to view larger)

Related


Private Client Services

Capital Group Private Client Services provides clients with the convenience of accessing account information through their mobile app.
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

_IrfanView _IrfanView
IrfanView: The Lightweight Image Viewer That Packs a Punch
Wave Editor Wave Editor
Wave Editor: A versatile audio editing tool for professionals and beginners alike!
W Worms Forts Under Siege
Classic Strategy Meets Humorous Warfare in Worms Forts Under Siege
GCFScape GCFScape
Unleash the Power of Source Engine Games with GCFScape!
WinDirStat WinDirStat
WinDirStat: Visualize and manage disk space usage efficiently
KeyCtrl KeyCtrl
Boost Your Productivity with KeyCtrl!
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!

Latest Updates


Smart Monster by Hose Monster 2.9

The Smart Monster, developed by The Hose Monster Company, represents a significant advancement in flow testing technology, integrating digital capabilities to streamline operations and reduce potential errors.

VPN TomatoLink-Fast WiFi Proxy 1.2.0

VPN TomatoLink Secure VPN is a robust privacy tool designed to enhance online security and confidentiality. It offers users a dependable connection to the internet, facilitating private browsing experiences.

DAR Continental Congress 1.6.0

The official National Society Daughters of the American Revolution Continental Congress app for iPhone and iPad provides convenient access to essential Congress resources.

Mesa Parks and Rec Camps 3.0.91

The application provides real-time updates to keep families informed about aquatics programs and summer camp activities offered by Mesa Parks and Recreation.

Visit Albuquerque 2.8.0

The Visit ABQ app serves as a practical tool for planning visits to Albuquerque, facilitating the organization of vacations, trips, or weekend escapes.

Hello, It's Me 3.2

Welcome to Hello, It's Me. Hello, It's Me is a platform designed to support individuals with Intellectual and Developmental Disabilities (IDD) in learning, socializing, and engaging in enjoyable activities.