CLS’s individual quarterly performance evaluations are available by logging onto CLS’s secure account portal. This convenient online archive allows our clients to eliminate the paper clutter and provides a more secure delivery option than through U.S. mail. New online statements are available in January, April, July, and October.
Clients can access their statements by:
and clicking “login” on the top of the homepage.
- Logging into the website with their credentials, or selecting “create login” and providing the required information
Once logged into the website, quarterly statements can be found by:
Selecting the “documents” tab at the top of the screen
Clicking on the “portfolio statements” drop-down on the left menu for PDF statements, or “video statements” for video statements
Choosing the appropriate report period