(Optional) Complete the Direct Transfer form and send to HSA Bank
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
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.