813.235.4490

ClearConnect for Shareholders

ClearConnect is a secured site that allows you to download your statement, update your personal information, vote in proxies, check cost basis and more. You cannot sell or transfer shares via the ClearConnect portal. Please see instructions in the blue box below if this is your first time logging in. If you have any problems while navigating this site please email us at inbox@cleartrusttransfer.com.

Thank you for visiting the shareholder account portal. This is a secured site where you will find valuable information regarding your holdings. If you have any problems while navigating this site please call a representative for assistance.

Thank you for visiting the shareholder account portal. This is a secured site where you will find valuable information regarding your holdings. If you have any problems while navigating this site please call a representative for assistance.

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Show Password

If this is your first time to log in, please contact ClearTrust for verification and to receive your temporary password. Once you've received your login information click the orange "register" button below to sign in to your account for the first time. When registering, please enter your zip code as it matches your account associated at ClearTrust.