CLS Investments Login: A Comprehensive Guide to Accessing Your Account Online

CLS Investments Login: A Comprehensive Guide to Accessing Your Account Online

Are you tired of waiting in line or on hold just to access your investment account? Do you want a more convenient way to manage your portfolio? Look no further than CLS Investments login.

With CLS Investments login, you can access your account from anywhere at any time. In this article, we will provide a comprehensive guide to CLS Investments login, including how to create an account, recover your password, and use the platform effectively.

So, let's get started!

What is CLS Investments?

CLS Investments is an independent registered investment advisor that provides asset management services for financial advisors and their clients. They offer a variety of investment strategies and solutions to help clients achieve their financial goals.

CLS Investments has over 30 years of experience in the industry and manages over $9 billion in assets. With their innovative technology and commitment to excellence, they are a trusted partner for financial advisors and their clients.

How to Create a CLS Investments Login Account

Creating a CLS Investments login account is simple and easy. Here are the steps you need to follow:

Step 1: Go to the CLS Investments website

The first step is to go to the CLS Investments website (www.clsinvest.com). Once you are on the homepage, click on the "Client Login" button located at the top right corner of the page.

Step 2: Click on "Create an Account"

On the next page, click on the "Create an Account" button located below the login form.

Step 3: Fill out the registration form

Fill out the registration form with your personal information, including your name, email address, phone number, and social security number. You will also need to create a username and password for your account.

Step 4: Agree to the terms and conditions

After filling out the registration form, read and agree to the terms and conditions. Then, click on the "Create Account" button at the bottom of the page.

Step 5: Verify your email address

CLS Investments will send a verification email to the email address you provided during registration. Click on the link in the email to verify your account and complete the registration process.

Congratulations! You have successfully created a CLS Investments login account.

How to Recover Your CLS Investments Login Password

If you forget your password or are unable to log in to your CLS Investments account, don't worry. You can easily reset your password by following these steps:

Step 1: Go to the CLS Investments website

Go to the CLS Investments website (www.clsinvest.com) and click on the "Client Login" button located at the top right corner of the page.

Step 2: Click on "Forgot Username or Password"

On the login page, click on "Forgot Username or Password" located below the login form.

Step 3: Enter your username and email address

Enter your username and email address associated with your CLS Investments account. Then, click on the "Submit" button.

Step 4: Follow the instructions in the email

CLS Investments will send an email with instructions on how to reset your password. Follow the instructions in the email to create a new password for your account.

How to Use CLS Investments Login

Now that you have created a CLS Investments login account, it's time to start using it. Here are some tips for using CLS Investments login effectively:

1. View Your Portfolio Summary

The portfolio summary page provides an overview of your investment portfolio, including current values, asset allocation, and performance information. This information can help you make informed decisions about managing your investments.

2. Review Your Account Activity

The account activity page allows you to view all transactions that have occurred in your account, including deposits, withdrawals, and trades. This information can help you track your investment activity and monitor your account for any suspicious activity.

3. Access Investment Reports

CLS Investments provides a variety of investment reports, including monthly performance reports, quarterly commentaries, and annual tax reports. These reports can provide valuable insights into your investments and help you make informed decisions about your portfolio.

4. Utilize the Help Center

The CLS Investments Help Center provides answers to frequently asked questions and resources to help you navigate the platform effectively. If you have any questions or need assistance, be sure to check out the Help Center.

Conclusion

In conclusion, CLS Investments login is a convenient and efficient way to manage your investment portfolio. With its user-friendly platform and innovative technology, it's no wonder why so many financial advisors and their clients trust CLS Investments.

If you haven't already, create a CLS Investments login account today and start managing your investments with ease.

Wiki Reference: https://en.wikipedia.org/wiki/Investment_management