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Getting Started

CLEAR Support

How do I log in once I am subscribed or added as an additional user? From the CLEARFinTech.com home page, click on Login. From the Login page, enter your email address and password established when you created your user account or initial subscription.

How do I reset my password? If you forgot your password, click on the Forgot My Password link on the Login page and enter your email address. Click Submit to have an email sent with instructions on how to reset your password.

Back to Page Help

CLEAR Support

How do I get started? There are just a few simple steps in order to get set up to use the premier FOREX contract management tool.

 

  1. Subscribe to the CLEAR service and set up your company profile.
  2. Set up your Currency Products (pairs) on the Administration -> Manage Products page.
  3. Enter your Contracts and Subcontracts on the Contracts -> Manage Contracts page.
  4. Enter Currency Positions (trades) on the Contracts -> Manage Currency Positions page.
  5. Attach Contracts to Trades on the Manage Contracts to Trades page.
  6. Graphically monitor your Currency Products and Exposed Risk by Contract in real time on the Market pages.
  7. Set up Alert notifications on the Manage Alerts page.
  8. Generate on-demand or scheduled reports on the Administration -> Generate Reports page.
  9. Configure additional users to monitor, manage or administer services.

 

Getting Started Details

  1. To get started using the CLEAR products, you need to sign up for a subscription. From the home page click on the Subscribe button and enter your profile and company information. Next, select your payment method, agree to the terms of service and select Subscribe.
  2. After you subscribe, you are immediately taken to the Manage Products screen where you can select your Currency Products (pairs). You need to know what currency pairs you want to manage, which are typically based on your contracts and subcontracts. You can mange up to 15 Currency Products and can change them at any time.
  3. Enter your contract information, including any subcontractor information to monitor. You will be able to enter the currency pairs that you selected in the Manage Products page in order to take full advantage of the CLEAR Contract Management product.
  4. Enter your currency position, or trade information. Again, you will be able to enter the currency pairs that you have selected in the Manage Products page in order take full advance of the CLEAR Trade Management product.
  5. You can generate on-demand and scheduled reports and have them delivered to your e-mail accounts in both Excel and HTML format.
  6. You can now view real-time currency quotes on both Trades by Base Currency as well as Exposed Risk by Contract Currencies pages. These two real-time graphical interfaces provide simple yet in-depth information regarding your selected currency products.
  7. Finally you can set up system Alerts. Alerts allow you to manage your risk as well as your delivery obligations. Alerts provide real-time messages via e-mail or text messages.