Client Access
Online Account Access & Resources
Please click on a icon below to login to your account:
NetXInvestor provides access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more.
Use NetXInvestor to review:
- Monthly Statements
- Trade Confirmations
- Notifications
- Prospectus Mailings
Guide to reading your statements
This information is provided by NetXInvestor through Pershing LLC, member FINRA , NYSE , SIPC, a subsidiary of The Bank of New York Mellon Corporation.
CIRStatements.com allows you to easily consolidate and organize all your investment accounts and review in-depth reports. Access your accounts anytime from anywhere in the world on our secure website!
Use CIRStatements to review:
- Up-to-Date Performance Information
- Quarterly Reports
- Gain/Loss Information
CIRStatement Tour
Cambridge Investment Research, Inc., Albridge Solutions and third party information providers collaborate to provide the performance and investment information on CIRStatements.
Albridge Solutions is an affiliate of Pershing LLC. Pershing LLC is a subsidiary of the Bank of New York Mellon Corporation.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. 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. 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.