Navigating the Clear Street App — Deep Links

Overview

The Clear Street app (web and mobile) supports stable deep links for key sections. Omni can surface these links to help users navigate directly to Funding, Documents, or other destinations — on whichever platform they're using.

Four links are cross-platform (web + mobile). All others are mobile-only or web-only and should not be used unless you have confirmed the user's platform.

Cross-Platform Deep Links

These four links have valid destinations on both web and mobile. They are safe to share in any context.

Home

https://app.clearstreet.com/link/home

• Web: routes to /home

• Mobile: routes to the home screen (/)

• No required parameters.

With attribution:

https://app.clearstreet.com/link/home?utm_source=omni&utm_medium=developer&utm_campaign=ai&utm_content=pylon_kb_platform_navigation_deep_links_home

Funding

https://app.clearstreet.com/link/funding

• Web: Account → Funding

• Mobile: Funding screen

• No required parameters.

Use this when a user asks how to deposit, withdraw, or wire funds, or how to reach the Funding section.

With attribution:

https://app.clearstreet.com/link/funding?utm_source=omni&utm_medium=developer&utm_campaign=ai&utm_content=pylon_kb_platform_navigation_deep_links_funding

Documents

https://app.clearstreet.com/link/documents

• Web: Account → Documents

• Mobile: Settings → Documents

• No required parameters.

Use this when a user asks about tax documents, statements, or where to find account documents.

With attribution:

https://app.clearstreet.com/link/documents?utm_source=omni&utm_medium=developer&utm_campaign=ai&utm_content=pylon_kb_platform_navigation_deep_links_documents

Omni (AI Chat)

https://app.clearstreet.com/link/omni?data=<base64url_payload>

The data parameter is a Base64URL-encoded JSON object:

{ "prompt": "Show me my open orders" }

Platform behavior differs:

• Web: Opens Omni and prefills the prompt — does not auto-submit.

• Mobile: Opens the AI screen and auto-submits the prompt.

If you want mobile to prefill without submitting, use the mobile-only form instead (see below).

Example — link that asks "buy AAPL" (base64url encoded):

https://app.clearstreet.com/link/omni?data=eyJwcm9tcHQiOiJidXkgQUFQTCJ9

With attribution:

https://app.clearstreet.com/link/omni?data=<base64url_payload>&utm_source=omni&utm_medium=developer&utm_campaign=ai&utm_content=pylon_kb_platform_navigation_deep_links_omni

Mobile-Only Navigation

These links work only when the mobile app is installed. Do not share them as general links — they have no matching web route and will not open in a browser.

Web App Navigation

On web (app.clearstreet.com), users navigate via direct routes. Key destinations:

All web routes accept standard UTM parameters (utm_source, utm_medium, utm_campaign, utm_content, utm_term, referral).

UTM Convention for Omni-Surfaced Links

When sharing any deep link from a Pylon KB article, append:

utm_source=omni
utm_medium=developer
utm_campaign=ai
utm_content=pylon_kb_<article_slug>_<destination>

• utm_source is omni (where the click happens), not pylon.

• Use lowercase snake_case for slug and destination values.

Note: The ai campaign value is pending final marketing approval from Mikhail. Confirm before publishing any articles broadly.

Quick Reference: When to Use Which Link

Technical Notes

• Production host: app.clearstreet.com

• Development host: app-dev.clearstreet.com

• Custom scheme (mobile): activefe:///link/<target> — triple slash required

• All /link/* paths are restricted at the Apple App Site Association and Android asset link level; only paths under /link/ will trigger app-open behavior.

• The /link/omni canonical URL is the safe cross-platform choice. The direct /link/ai route is mobile-only — the web app has no /link/ai route.