Client Login

Consolidated Account Reports 

To view your consolidated portfolio online,
please visit 
CIRStatements

New Registration
View these steps to register

Cambridge Monthly Statements


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

Financial Organization Number:  5CR

 

MoneyGuidePro

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

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.