Client Statements

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:

  1. Visiting and clicking “login” on the top of the homepage.
  2. 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:

  1. Selecting the “documents” tab at the top of the screen
  2. Clicking on the “portfolio statements” drop-down on the left menu for PDF statements, or “video statements” for video statements
  3. Choosing the appropriate report period

PDF Statement Features:

  • Details about the investor’s investment objectives, including the time horizon to meet objectives and the Risk Budget developed for the account.
  • Color-coded summary and details comparing current holdings with those from 12 months ago; quarterly vs. year-to-date figures for values, deposits, withdrawals, gains, and fees; and a line-by-line detail of individual transactions.

Video Statement Features:

  • Dynamic view of account performance over the prior quarter.
  • General information about market performance and how it may have affected portfolios.