Client Login

 

 


To view your consolidated portfolio online,
please visit CIRStatements


New Registration
View these steps to register

  

 


To view your Cambridge brokerage account statements,
confirms and tax documents 
visit NetXinvestor

Financial Organization Number:  5CR

 


 

Clients may view and edit their financial plans through our advanced financial planning application.  Please review the MGP Getting Started .pdf for more information. 

 

Envestnet Accounts


Envestnet Account Reports
Access your managed accounts Reports held on the Envestnet Platform by clicking above.

 

Envestnet Monthly Statements
Access your monthly statements, confirmations and annual tax forms by clicking above.


 


 

Company Links


American Funds
Fidelity Advisor Funds

Franklin Templeton Funds
MFS Funds


INSURANCE COMPANIES
Prudential

Transamerica
VOYA
Jackson National
Met Life / Brighthouse
Nationwide 
 

PLEASE NOTE: The information being provided is strictly as a courtesy.  When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.  We make no representation as to the completeness or accuracy of information provided at these websites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.