Account Access

CIRstatements is a site where all of your Cambridge Investment Research accounts can be viewed.  You can access daily snapshots, a history of transactions, performance statistics and more.


Pershing’s NetXInvestor is a site where you can control how you receive your Pershing statements, confirmations, tax documents, notifications or proxy vote information.


View your brokerage statements from National Financial Services.

FINRA Broker Check

FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. The Broker Check includes your Broker’s employment history, certifications, and licenses—as well as any regulatory actions, violations or complaints.

DST Vision

Direct Mutual Fund Accounts e.g. : Franklin Templeton, Putnam, American Funds, Thornburg


View your statements

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.