Client Center

EW-Planning-faviconMy Financial Life Site

For qualifying clients, Estate & Wealth Planning, Inc. provides the opportunity to have “your entire financial life all in one site!”



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.

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.