True to our name, all clients have clear, 24/7 access, to all transaction, position, balance and performance data, including account documents, on our state-of-the-art, secure and encrypted client portal system1. We even provide position and balance data on accounts held at other institutions2 and will provide additional storage for your sensitive and/or sentimental documents such as trusts, contracts, family photos, etc.3 To access your secure portal please click on the Clear Financial Strategies logo to the right.
In order to always maintain absolute trust we never custody assets at Clear Financial Strategies. Instead we use the resources of some of the largest and most trusted institutions in the world, such as Charles Schwab Institutional, TD Ameritrade Institutional and Matrix Financial Solutions. With this additional access you can always be assured that the information we provide you on our secure portal system is the same information at the custodian that actually holds your account4.
NOW THAT’S TRANSPARENCY LETTING THE LIGHT OF INTEGRITY SHINE BRIGHT!