# Clear1 — Clear1

> Secure investment account overview, performance tracking, and financial professional communication. (iPhone/iPad app by CFS INSURANCE & TECHNOLOGY SERVICES LLC.)

- Source: https://appshunter.io/ios/app/clear1/id1625702898 (this page in markdown: same URL + `.md`)
- Developer: [CFS INSURANCE & TECHNOLOGY SERVICES LLC](https://appshunter.io/developer/1625702900)
- Category: Finance, Utilities
- Price: Free
- Rating: 4.19/5 from 16 App Store ratings · 8 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 6 MB
- Languages: English
- Released: 2022-05-31
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/clear1/id1625702898/reviews.md

## What is Clear1?

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.

## Key features

- 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

## Recent user reviews (8 of 8)

All indexed reviews: https://appshunter.io/ios/app/clear1/id1625702898/reviews.md

### 1/5 — Leaves MUCH to be desired.

*2025-04-10*

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.

### 3/5 — Can’t update profile data and addresses

*2024-09-28*

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.

### 1/5 — Leaves MUCH to be desired.

*2024-03-12*

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.

### 1/5 — Face ID Malfunction

*2024-01-14*

Face ID access no longer works.

### 5/5 — TP

*2023-02-23*

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!

### 3/5 — Very underwhelming- but OK

*2023-02-22*

Compared to something like the Schwab app I use for IRA accounts this app is very simplistic. Doesn’t really provide much insight into one’s investments. I would really hope that CUSO would up their game a create something that is comparable to other companies. This app is not user friendly, intuitive or engaging. Please do better!
Edit: Ok, I guess it does what it’s intended to do. Seems to be working a bit better after a reinstall 🙂👍🏻

**Developer response:** Thank you for the feedback. Clear1 is designed specifically to display investments, transactions and documents for the clients of our financial professionals both with summary and detailed views.  It is not a self directed trading app but is uniquely positioned for this relationship.

### 5/5 — So easy to track my assets

*2023-02-21*

The Clear 1 app has made tracking my account assets so much easier. I’m on the road constantly and being able to quickly view my account value has been a huge value addition. Thanks for making such an easy to use application and platform.

### 5/5 — Financial account info on the go.

*2023-02-21*

Clear1 has been a welcome addition to the services I get from CUSO Financial.  Being able to see all of my investment accounts in one place, view account activity, download account statements and even review my financial plan and performance reports makes investing with CUSO Financial easy.  I could always see this information on my laptop before but having it in an app on my phone makes it much more convenient.

## Frequently asked questions about Clear1

### 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.

## Version history (last 5 releases)

### 1.4.0 — 2024-01-19

Updated copyright year

### 1.3.0 — 2023-07-16

Forgot username and Forgot password feature

### 1.2.0 — 2023-06-01

Changing an image on login screen.
Banners (Teams List and referrals).

### 1.1.0 — 2022-08-31

- UI improvements.
- Performance improvements.

### 1.0 — 2022-05-31

No release notes.

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## More apps by CFS INSURANCE & TECHNOLOGY SERVICES LLC

- [Unio by Atria Wealth](https://appshunter.io/ios/app/unio-by-atria-wealth/id6447764532)

All apps by CFS INSURANCE & TECHNOLOGY SERVICES LLC: https://appshunter.io/developer/1625702900

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*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 2026-06-22.*