Clear1 4+

Clear1

CFS INSURANCE & TECHNOLOGY SERVICES LLC

Designed for iPad

    • 4.2 • 14 Ratings
    • Free

Screenshots

Description

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.

What’s New

Version 1.4.0

Updated copyright year

Ratings and Reviews

4.2 out of 5
14 Ratings

14 Ratings

Buford T. Willis ,

Financial account info on the go.

Clear1 has been a welcome addition to the services I get from CUSO Financial. Being able to see all of my investment accounts in one place, view account activity, download account statements and even review my financial plan and performance reports makes investing with CUSO Financial easy. I could always see this information on my laptop before but having it in an app on my phone makes it much more convenient.

Maximus977 ,

So easy to track my assets

The Clear 1 app has made tracking my account assets so much easier. I’m on the road constantly and being able to quickly view my account value has been a huge value addition. Thanks for making such an easy to use application and platform.

Timtres ,

TP

For what I would use an app like this for, I feel it is perfect. The value of my account is prominent and being able to navigate to the various options is super easy. If I really needed to deep dive into various components of my account, I’m calling my advisor but to check on performance/value/etc. - 5 stars all day. Well done!

App Privacy

The developer, CFS INSURANCE & TECHNOLOGY SERVICES LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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