Thank you for being a client!

Our award-winning Clear 1 client portal is simple to navigate and provides a modern information display.

We're constantly investing in innovative technology to provide more significant insights into your financial planning process.

Link to our client's Clear 1 Portal: https://mpv3.orcasnet.com/#/login/TXA-B86

If you would like to review a Welcome to Clear 1 Guide, please Click Here (it will open a PDF in a separate browser tab). This guide is also available at the client portal link.

Services provided through the Clear 1 Portal:

• Access to all of your accounts we manage in one place.
• Position reporting across all of your accounts.
• Account statements are available from certain custodians.
• Secure online document storage. You can include a note about the document(s) you upload. I will be notified that you uploaded a document.
• Access to a Mobile App.

If you want to set up access to your Clear 1 Portal, please message me through our Contact Us page. If you want login assistance, please contact the technology support area at 1 (800) 260-0621 option 3.

Do you need your statements or tax documents? Visit our Statements and Tax Documents page.