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News & Notes

Manage Your Investment Accounts Whenever, Wherever

Dec 16, 2019

Introducing Redwood Credit Union’s New Client Portal—Clear1 

You’ve come to trust Redwood Credit Union and its financial advisors to provide Clear1 shown on desktop, laptop, pad, and smartphonequality products and guidance when it comes to investments and wealth management available through CUSO Financial Services, LP (CFS). As your financial partner, we understand that the world of investing is constantly evolving. That’s why we’ve developed a new client portal called Clear1, a safe, simple and convenient way to see your most relevant investment information online.

Accessible through RCU online and mobile banking, Clear1 lets you:

  • Connect quickly and easily with your financial advisor.
  • See a high-level overview of your entire portfolio.
  • View simple, easy-to-digest charts illustrating components affecting your portfolio.
  • Review individual investment positions across all accounts.
  • Securely manage documents with your financial advisor.

Plus, with Clear1, you can filter information across multiple accounts and search your transaction history, making it easy to find exactly what you’re looking for.

Simplify your life and start viewing and managing your CFS investment accounts with Clear1 today. The platform is always secure and incredibly intuitive to use.

View a video walk-through of Clear1 here.

Access Clear1 today by logging in to online or mobile banking.    

 

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. 

 

CATEGORIES:
  • Blog
  • Investing & Retirement

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