Client Portal For our current clients, here are some useful links... MoneyEdge Financial Plan Access to your personalized MoneyEdge Financial PlanCambridge CIRStatementsAccess 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 FidelitySetup Go Paperless OptionsNETX Investor (if Pershing is the custodian of your brokerage account)Review of your brokerage accounts at PershingSetup Go Paperless OptionsIf 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: Have a Question Name Email Address Phone Question Thank you! Oops!
