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Client Access

Client Login and Account Access

Securely access your accounts to view statements, portfolio performance, tax documents, and more.

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eWealthManager

Access for AssetMark accounts.
Account numbers beginning with 403.

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NetXInvestor

Access for Pershing accounts.
Account numbers beginning with JJD or JEL.

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(800) 491-4508
info@clearvistafinancial.com

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Waco

2410 Wycon Dr., Suite 204
Waco TX, 76712

Austin

6012 West William Cannon Dr., Suite A101
Austin, TX 78749

621 West St. Johns Ave.
Austin, TX 78752
Located Inside Texas DPS Credit Union

Temple

2401 South 31st St.
Temple, TX 76508
Located Inside Scott and White Employees Credit Union

Brownwood

1602 Austin Ave.
Brownwood, TX 76801
Located Inside First Central Credit Union

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ClearVista Financial and Cambridge are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Cambridge Form CRS (Customer Relationship Summary)

ClearVista Financial provides personalized wealth management, retirement planning, and investment guidance built on integrity, wisdom, and long-term financial stewardship.