CLEARCONNECT
1. Click the yellow “First Time Access” button if this is your first time accessing ClearConnect.
2. Then click “Register”.
3. You will be prompted to enter your shareholder number, postal code, and temporary password. These credentials are provided to you by ClearTrust.
- Download an up-to-date account statement
- View your share holdings for all ClearTrust issuers
- Modify cost basis
- Download your form 1099
- Update your contact information
- and more...
- Download shareholder lists in Excel and PDF
- Review transfer activity
- View proxy voting results
- and more...