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Clear1

Clear1

Clear1

16 ratings
8 reviews
🔧 Utilities
💰 Finance

Archived App (Last seen on 22 Jun 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • May 31, 2022
  • January 19, 2024

Features

Developer

CFS INSURANCE & TECHNOLOGY SERVICES LLC
✨Promote your app ✨
Clear1 screenshot #1 for iPhone
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Clear1 screenshot #3 for iPhone
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Clear1 screenshot #7 for iPhone
iphone
ipad
⭐8
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Access and review your investment accounts, including balances, asset performance, and transaction history. Securely view statements, tax forms, and financial plans, and communicate with your financial professional.

✓Secure multi-factor authentication
✓Account, client, and household balance overview
✓Direct contact with financial professional
✓Total Assets and Asset Change charts
✓Detailed position review (stocks, ETFs, etc.)
✓Intraday pending activity monitoring
✓Secure document repository and upload
Show original description

What's New in Clear1

1.4.0

January 19, 2024

Updated copyright year

User reviews

Most RecentHighest RatedLowest Rated

Leaves MUCH to be desired.

NAVY FEDERAL NEEDS TO GET ANOTHER VENDOR. Complicated to set up initially. A pain to log in EVERY TIME. The biometric login does not work most of the time. Does not play well with multiple banks for cross-linking login for planning and awareness needs. The complications of login contributed to me losing $60,000 from not being able to access my data and money.
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The Unlettered Non-ProphetThe Unlettered Non-Prophet

Can’t update profile data and addresses

I’ve tried several times in the app on my cell and computer to update profile data and addresses. However, it will not update. I’ve reached out to my advisor as well, multiple times, and got no response. Good application but poor response if you experience issues with the application.
dcan83dcan83

Leaves MUCH to be desired.

Complicated to set up initially.
A pain to log in EVERY TIME.
The biometric login does not work.
Does not play well with other banks for cross-linking login for planning and awareness needs.
Really disappointing.
The Unlettered Non-ProphetThe Unlettered Non-Prophet

Face ID Malfunction

Face ID access no longer works.
Paul RNYPaul RNY

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!
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TimtresTimtres
See 3 more reviews

Developer apps

Unio by Atria Wealth
Unio by Atria Wealth

by CFS INSURANCE & TECHNOLOGY SERVICES LLC

💰 Finance

(6)

Free
See developer apps

FAQ

What is Clear1?

Clear1 is a finance app that provides clients with secure access to their investment accounts. It allows users to view account balances, track asset performance, review transactions, and access important financial documents.

Is Clear1 free to use?

Yes, Clear1 is available for free download and use. There are no charges for accessing the app itself, though standard wireless provider fees may apply.

What devices does Clear1 support?

Clear1 is designed for Apple devices, including iPhone, iPad, and iPod. It is optimized for iOS.

How secure is Clear1?

Clear1 employs robust security measures, including multi-factor authentication and integrated biometrics, to protect your investment information. Privacy and security policies are available through your broker dealer's website.

Can I view my stock and ETF performance in Clear1?

Yes, you can review your stocks, mutual funds, ETFs, and other investment vehicles. The app displays position weight, cost basis, and unrealized gain/loss, with delayed quotes for stocks and ETFs.

How often is Clear1 updated?

The latest version of Clear1 is 1.4.0, and it was last updated on January 19, 2024. Updates typically include security enhancements and feature improvements.

Does Clear1 have ads?

No, Clear1 does not contain advertisements. The app is designed to provide a focused and uninterrupted experience for managing your investments.

How do I contact my financial professional through Clear1?

Clear1 offers a one-click option to contact your financial professional via phone or email directly within the app. You can also learn more about their practice and values.