Broker Check

FAQ

How do I access my account balances?

CIR Statements Access for Clients:

Go to the following web site:

www.clearvistafinancial.com

Click on Account Access

Click on Register Now 

Enter your social security number 

Will ask for a temporary password, please use the word   clearvista

You will then create your own user name and password and confirm password.

Please do not misplace the user name & password you establish.  Only you will have that information.

From that point Mark Trice will receive an email to confirm you are his client.  Once Mark responds to that email, you will be able to sign in and access your accounts.  Please wait at least 24 hours before attempting to sign in.  This will allow Mark ample time to review and process.

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Use the same process to log-in.  Go to www.clearvistafinancial.com, click on Account Access, enter your user ID and click on Continue.

Please note:  User name is not case sensitive.  Password is always case sensitive.


Is there any charge for consultations?

Every consultation is free until you become an official client.


What are the fees /charges for your services?

We are fee-based advisors.  We annually charge a small percentage fee based on the assets you have under management with our firm.  When we are not able to charge a fee-only, we disclose all costs to our clients and what we will be compensated.


Is there a minimum amount of money I need to have ready to invest before you will help me?

No. We have no account size minimums.