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Links for Client Account Access

The links below are for investment account access

Click here for login



All account information and documents

Portfolio Access
<strong>Pershing / Cambridge</strong>

Pershing / Cambridge

Portfolio holdings, performance, transactions

Portfolio Access
<strong>NetX Investor</strong>

NetX Investor

For Pershing accounts, this is access to statements, 1099s, etc

Account Documents


FICA Cash Account

Account Access