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Client Portal
Access your accounts using the links below.
Please note you may have accounts and associated tax documents with custodians not listed here.
CIR Statements
Cambridge reporting site showing overall positions across all Equity Concepts accounts
Note: tax documents and statements are not found on this site
Net X Investor / Pershing
- Cambridge/Pershing E-delivery Preferences
- Cambridge/Pershing Tax Documents
- Cambridge/Pershing Statements
Wealthscape (National Financial Services Accounts)
- NFS E-delivery Preferences
- NFS Tax Documents
- NFS Statements
Right Capital / Your Life Map™
- Financial Planning software
- Update outside holdings for a full financial picture
- Use the vault to store important documents
