How It Works
Follow these simple steps
Starting a ClearView Account
Starting a ClearView account only takes about ten minutes. Simply click on any Open Account button and you’ll be guided through three easy steps.
If at any point you have a question or need some assistance, simply email us or call us.
Step 1. Questionnaire
Answer a few straightforward questions, such as what type of account you are interested in, how long you plan to invest, and what your risk tolerance is.
Step 2. Recommendation
Based on your answers, we will recommend a portfolio that is optimized to your investment needs.
Step 3. Application
Using a fast and secure online application, we will guide you every step of the way to start your new account.
You will get a low-cost, globally diversified investment portfolio constructed with academic rigor.
Once your account is funded, ClearView advisors will carefully monitor and manage your portfolio —saving you time and hassle. Your portfolio will automatically rebalance when needed, keeping you on track.
We’ll keep you in the loop with secure online access 24/7.