Clear1 Client and Member Portal

The experience
they expect.

Whether checking account balances or just getting in touch, Clear1 gives users the simplicity and on-demand access of the online technology they use every day.

The result? A first-rate perception of your program, and a closer connection with their financial professional.

Meet modern demands.

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Client engagement tools.

Clear1 securely streamlines all the ways to communicate and do business with clients and members.


Built right into Clear1, clients and members can safely and easily send important documents—and access them anytime.


Built-in business texting, so your team can communicate with clients and members in whatever way is the most convenient.


70% of e-Signatures are returned within 24 hours, on average. It’s a better experience for clients and members. And faster processing too.

What financial professionals say.

"We love Clear1!... Clients seem to love the design and having access to statements and other documents is super convenient. I personally really love having the ability to reset passwords or unlock accounts from our office — it is a huge timesaver for us."

Alana L.

Chattanooga, TN


"We love the sleek look and how incredibly easy it feels to navigate. Clear1 is powerful and intuitive and will really help to find information quickly and easily."

Chris V.

Little Falls, NY


"We want simple, easy-to-understand reporting — and Clear1 provides it."

Bill B.

Melville, NY


"Clear1 provides our clients with a clean dashboard where they can instantly view their consolidated account information — with our company logo. The feedback we have had from clients has been very positive!"

Dionicio T.

Cincinnati, OH

Ready to exceed expectations?

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