ClearConnect Online

  • Download shareholder lists in Excel and PDF
  • Review transfer activity
  • View proxy voting results
  • And more…
  • View your share holdings for all ClearTrust issuers at once
  • Download your Form 1099
  • Update your contact information

Not connected yet? DEMO CLEARCONNECT!

Issuer Demo:

  • Click on the Issuers Link above
  • Enter Issuer Number: 2
  • Enter Password: I-DEMO

Shareholder Demo:

  • Click on the Holder Link above
  • Enter Account: 1713
  • Enter Tax-ID: 7788
  • Enter Password: CLEAR123

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