Next Steps


Please Complete:

  • Clear.Investments Investment Advisory Contract

  • TD Account Application



You can upload completed documents directly to us at this link.


Alternatively, you may mail your forms to:

Clear Financial Advisors

39111 Six Mile Road

Livonia, MI 48152



Next Steps


Going forward you will be making deposits first to your account with HSA Bank, and then transferring contributions from HSA Bank to your Clear.Investments HSA at TD Ameritrade.


You will receive instructions for making contributions, including the option to link your bank account to your account, from HSA Bank.





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is a service of

Clear Financial Advisors, LLC

39111 Six Mile Road

Livonia, MI 48152


Past performance is not indicative of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Clear Financial Advisors uses independent firms such as Betterment, TIAA, and TD Ameritrade, Inc. to custody client assets. Betterment, TIAA, TD Ameritrade, Clear Financial Advisors and the other entities named are separate and unaffiliated firms. Betterment, TIAA, and TD Ameritrade do not endorse or recommend any financial advisor and the use of the Betterment, TIAA or TD Ameritrade logos does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.