Broker Check

Client Portal

For our current clients, here are some useful links...

  • MoneyEdge Financial Plan
    •  Access to your personalized MoneyEdge Financial Plan

    • Cambridge CIRStatements
      • Access to interactive account statements, regardless of who your custodian is (if this option has been selected) 

    • Wealthscape Investor (if Fidelity (FCCS) is the custodian of your brokerage account)
      • Review of your brokerage accounts at Fidelity
      • Setup Go Paperless Options

      • NETX Investor (if Pershing is the custodian of your brokerage account)
        • Review of your brokerage accounts at Pershing
        • Setup Go Paperless Options

      If you have any problems logging into any of your accounts, we will be happy to help... just give us a call or complete the question form below:


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