Clear1 1.4.0

CFS INSURANCE & TECHNOLOGY SERVICES LLC ❘ Freeware ❘
iOS
av 14 röster

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1.4.0 Säkert att installera

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Investment Access Overview:
<ul>
<li>Secure access with multi-factor authentication and integrated biometrics</li>
<li>View account balances at an account, client, or household level</li>
<li>Contact your financial professional through one-click phone/email or explore their practice and values</li>
<li>See the Total Assets chart over time, detailing contributions and withdrawals</li>
<li>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</li>
<li>Access cost basis, unrealized gain/loss, where held status, and Data Services' as-of date</li>
</ul>

Position Review:
<ul>
<li>Inspect stocks, mutual funds, ETFs, annuities, insurance, money market vehicles, and more</li>
<li>View positions by weight, cost basis, unrealized gain/loss in $ or %</li>
<li>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</li>
</ul>

Activity Monitoring:
<ul>
<li>Monitor intraday pending activities from select custodians</li>
<li>Review transactions by keywords, periods or filter by transaction types</li>
</ul>

Secure Document Repository:
<ul>
<li>Instant access to statements, tax forms, confirmations with a single click</li>
<li>Evaluate financial plans or performance reports provided by your financial professional</li>
<li>Safely upload financial documents to notify your financial professional of their availability for access</li>
</ul>

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.

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Screenshots (Klicka för större)

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1.4.0

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