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:
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Visiting clsinvest.com 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:
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Selecting the “documents” tab at the top of the screen
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Clicking on the “portfolio statements” drop-down on the left menu for PDF statements, or “video statements” for video statements
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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.