Clear1 Android

Clear1

The Clear1 mobile app lets you access your investments, and more!

Features & Capabilities

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.

User Growth & Download Statistics

App
By:
CFS Insurance & Technology Services LLC
Downloads:
9,601 9
Rating:
2.92
(25)
0.09
Version:
1.3.0 Last updated: 2025-01-24
Creation date:
2022-08-30
Publisher country:
US US
Email:
un*****@cusonet.com
URLs:
Privacy policy
Full description:
See detailed description
Source:
Google Play Store
Data ingested on:
2026-06-05
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Android app. Please use these information below to contact the Android app developer.
Developed by:
CFS Insurance & Technology Services LLC
Google Play Store
https://play.google.com/store/apps/details?id=com.orcasnet.mpv
Email:
un*****@cusonet.com

User Reviews

Can't login with my phone. Message is that I need to enter a one-time code but the code is not sent and even if it was, there are no fields to enter the code.
by Ri*****, 2025-01-16

It is just ok. But they need to make it so that I can see changes to my portfolio better than what it does now.
by Ma*****, 2025-01-11
View all user reviews ›

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