Clearwater Client Portal

This password-protected area is designed to provide Clearwater clients with all of the resources and training materials you need to learn about the Clearwater system, and stay on top of the changing investment accounting and portfolio reporting landscape.

What’s Available on the Client Portal?

  • Clearwater software functionality updates
  • An extensive library of Client Resources
  • Training materials and videos

Sign Up or Log In Today

New Users

Please fill out the New User Registration form below. Clearwater will review and approve registrations for authorized clients. You will receive a response within 24 hours.

Returning Clients

Simply fill in your username and password in the Existing User Login section to log in.

New User Registration

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