# Clear Trail Advisors > Secure mobile access to financial portfolios and account information for authorized clients. (iPhone/iPad app by Clear Trail Advisors.) - Source: https://appshunter.io/ios/app/clear-trail-advisors/id6759619805 (this page in markdown: same URL + `.md`) - Developer: [Clear Trail Advisors](https://appshunter.io/developer/1879838057) - Category: Finance - Price: Free - Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 12.4 · 139 MB - Languages: American English - Released: 2026-03-11 - Data updated: 2026-08-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/clear-trail-advisors/id6759619805/reviews.md ## What is Clear Trail Advisors? The Clear Trail Advisors mobile application provides authorized clients with secure, convenient access to their financial portfolio and key account information through a simple, intuitive interface. Clients can view portfolio balances, investment performance, account holdings, and other important financial details anytime, anywhere. The app is designed to support clarity and transparency, helping you stay informed and connected to your financial plan. Clear Trail Advisors is an independent wealth management firm based in Houston, Texas. The firm serves high net worth families with a focus on retirement planning, income focused portfolio construction, and tax efficient strategies tailored to the needs of the “millionaire next door.” Clear Trail Advisors is led by Chairman Randy Price, CEO Matt Price, and President Matthew Kerns, and is committed to delivering objective, fiduciary advice. Requirements: You must be an authorized Clear Trail Advisors client with approved access to the mobile application. Access credentials are provided by Clear Trail Advisors. If you would like to request access or have questions regarding eligibility, please contact Clear Trail Advisors directly. ## Key features - Secure portfolio access - View account balances - Track investment performance - See account holdings - Intuitive interface - Financial plan transparency ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/clear-trail-advisors/id6759619805/reviews.md ### 5/5 — Fantastic Interface *2026-03-18* The Clear Trail Advisors app is so easy to use and provides a tremendous amount of clarity surrounding the status and performance of my investment portfolio. ## Frequently asked questions about Clear Trail Advisors ### What is Clear Trail Advisors? Clear Trail Advisors is an independent wealth management firm based in Houston, Texas, specializing in retirement planning, income-focused portfolios, and tax-efficient strategies for high-net-worth families. They are committed to providing objective, fiduciary advice. ### How do I get access to the Clear Trail Advisors app? You must be an authorized Clear Trail Advisors client with approved access. Access credentials are provided directly by Clear Trail Advisors. Contact them directly to request access or inquire about eligibility. ### What kind of financial information can I see in the Clear Trail Advisors app? The app allows you to view your portfolio balances, investment performance, and account holdings. It provides key account information to help you stay informed about your financial plan. ### Is the Clear Trail Advisors app secure? Yes, the application provides secure and convenient access to your financial portfolio and key account information. It is designed with a simple, intuitive interface for authorized clients. ### What devices does the Clear Trail Advisors app support? The Clear Trail Advisors app is available for iPhone, iPad, and iPod devices. It is designed to offer access across Apple's mobile ecosystem. ### How often is the Clear Trail Advisors app updated? The latest version of the Clear Trail Advisors app is 1.94, and it was last updated on March 11, 2026. Updates typically ensure continued functionality and security. ### Does Clear Trail Advisors have ads? No, the Clear Trail Advisors app does not contain advertisements. It is designed to provide a focused and uninterrupted experience for its clients. ### What is the age rating for the Clear Trail Advisors app? The Clear Trail Advisors app has an age rating of 4+. This indicates it is suitable for users of all ages, with no mature content. ## Version history (last 4 releases) ### 1.97 — 2026-08-01 • Performance Improvements • Bug Fixes ### 1.96 — 2026-06-13 • Login Security Enhancements • Performance Improvements • Bug Fixes ### 1.95 — 2026-05-04 • User login enhancements • Performance Enhancements • Bug Fixes ### 1.94 — 2026-03-11 No release notes. --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-05.*