Resources
In addition to prudent management of their investment portfolios, CLS believes in clear and timely communication with our clients and financial industry partners.
CLS Commentary
CLS Online Portal
CLS’s secure web portal provides advisors and investors secure and quick access to current information about the accounts they hold with CLS. Features include:
- PDF and video statements
- Performance reports
- Current portfolio valuation reports
- Positions
- Purchases and withdrawals
- Tax reports
User Name or Password Reset
Clients can reset their password online if they know their user name and account number. Clients who have forgotten their user name can obtain it by calling CLS at 888.455.4244.
eStatement Notification
Through eStatements, CLS notifies clients via email when their quarterly statements have been posted online. Clients can sign up for eStatements by logging onto the CLS Web Portal and choosing ‘sign up for electronic statements’ from the menu on the right or by sending a written request to CLS.