Client Portal

This is your own private Financial Dashboard. You can use it to track investments, insurance, and spending. You can also store documents in the private vault.


Despite the name, this website does not provide account statements. However, it is a great place to view your portfolio and current balances. We recommend all clients use this site.


This website is for accessing online statements for Cambridge brokerage accounts only. The Financial Organization Number is 5CR.

To register for access to any of these 3 websites, please contact Alyssa at the office.

If your account is held with a fund company (e.g. American Funds, Invesco, etc.)
you can sign up for paperless statements directly on their websites.