Clear1
Clear1
Free · Designed for iPad. Not verified for macOS.
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.
Updated copyright year
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- CFS INSURANCE & TECHNOLOGY SERVICES LLC
- Size
- 6.7 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 1998-2024 CUSO Financial Services, LP/Sorrento Pacific Financial LLC