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.

Schedule Meeting

If at any point you have a question or need some assistance, simply email us or call us.

service@clearviewinvestments.com

616-667-8990

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.

ClearView provides peace of mind that your money is professionally and continuously managed in a sustainable way.

Schedule Meeting

For those times you’d prefer a more human touch, you can contact your personal ClearView
advisor by scheduling an appointment below.

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