Client Center

Estate & Wealth Planning provides useful online resources for our clients.

CIR Statements

Cambridge Investment Research is a resource portal for up-to-the-minute client securities account information. After receiving a registration password from our office, new users can enter this portal, click the Tour link and learn about features and information available to them.

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NetX Investor

The NetX Investor portal provides clients their Pershing statements, trade confirmations, and tax documents. Clients receive a username and password from our office upon registration.

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