Client Loginlpd-admin2024-04-30T09:54:30-06:00

CLIENT LOGIN

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.

CIRStatements

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.

NetXInvestor

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

For step-by-step self-registration instructions, please watch this video.

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.

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).