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.
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