1.4.0 Safe to install
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.
Related products
Private Client Services
Capital Group Private Client Services provides clients with the convenience of accessing account information through their mobile app.Latest Updates
Cryptomator 1.15.2.5577
Secure Your Cloud Storage with CryptomatorK-Lite Codec Pack Standard 18.8.7
Enhance your media experience with K-Lite Codec Pack Standard!K-Lite Codec Pack Basic 18.8.7
Enhance Your Media Experience with K-Lite Codec Pack Basic!K-Lite Codec Pack Full 18.8.7
Enhance Your Media Experience with K-Lite Codec Pack Full!K-Lite Mega Codec Pack 18.8.7
Unleash Your Media Experience with K-Lite Mega Codec Pack!Mozilla Maintenance Service 137.0.1
Keep Your Mozilla Software Running Smoothly with Mozilla Maintenance ServiceLatest News
Latest Reviews
![]() |
My Town : Fashion Show Dressup
Unleash Your Inner Fashionista with My Town: Fashion Show Dressup! |
![]() |
Origin Bank
Streamlined Banking Experience with Origin Bank |
![]() |
Les Mills Releases
Boost Your Fitness Routine with Les Mills Releases |
![]() |
PDF Hero - PDF Editor & Reader
PDF Hero: A Comprehensive PDF Editor with User-Friendly Features |
![]() |
Tape Measure light
Precision Meets Convenience: Tape Measure Light by Marton Varga |
![]() |
TIYA
Connect with Friends and Family Effortlessly Using TIYA |
![]() |
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
![]() |
Microsoft Edge
A New Standard in Web Browsing |
![]() |
Google Chrome
Fast and Versatile Web Browser |
![]() |
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date! |