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.

CLS Is Social!

For market commentary, portfolio positioning, links to important industry news, and company updates: