Clear1

CFS Insurance & Technology Services LLC

About this app

Access Your Investments - Overview
- Secure access with multi-factor authentication and integrated biometrics
- See your account balances at an account, client or household level
- Contact your financial professional with one click phone / email or learn more about their practice and values
- View the Total Assets chart over time, along with corresponding contributions and withdrawals
- View the factors driving change in the Asset Change chart, summarizing your Dividends / Interest, Net Contributions, Market Change, Fees and Net Withdrawals. See the % change over select periods.
- Access the cost basis, unrealized gain / loss, where held status and as of Date of the data services
Review your Positions
- View your stocks, mutual funds, ETFs, annuities, insurance, money market vehicles and more!
- See your position by weight, cost basis, unrealized gain / loss by $ or %
- Expand the drawer to see security fundamentals such as asset classifications, asset sub-class, where held status, account type or review a 15 minute delayed quote for stocks an ETFs with a corresponding Price + Volume analysis.
Monitor your Activity
- See intraday pending activity from select custodians
- Review transactions by keywords, select periods or filter by various transaction types
Utilize our secure Document repository
- One click access to select statements, tax forms, confirmations.
- Review financial plans or performance reports delivered by your financial professional
- Securely upload a financial document which will notify your financial professional its available to access!

Important Note:
The Clear1 mobile app for the iPhone is available to clients who have online access to the Clear1 website. To access the Clear1 website, please contact your financial professional.
You may be charged access fees from your wireless service provider depending on your mobile device. Please check with your wireless service provider for details on specific fees and charges.
For more information regarding our privacy and security policies, please contact your financial professional. Privacy and Security policies can be found on your broker dealer’s website.

Ratings and reviews

Multiple efforts of developers to correct inability to login failed. Others have had the same problem with no place to enter the one-time code. It once worked fine after the previously corrected same problem and then quit working for no apparent reason. Only works on computer, not the app on phone. DONE.

I've had no problem with signing in, after I received my initial log in code from broker. I'm curious about how often the updates to my accounts are though. Sometimes there is no change for a day or 2 (excluding weekends)

Can't login. Code was sent from financial institution. Used it to set up user name and password. Tried to login and get notification I need a code. No where to request one. I see other people have this problem.

What’s new

Updated SDK to 34