CIR STATEMENTS LOGIN
CIR Statements is Cambridge Investment Research, Inc.’s system for our clients to view daily account balances online. CIRStatements is an enhanced feature that shows all of your accounts in one report.
Use CIR Statements for:
- Viewing your transactions
- Accessing your account holdings
- Up-to-date performance information
NETXINVESTOR LOGIN
NetXInvestor provides access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more for accounts that are held exclusively with Pershing.
* Login here if your account number starts with JJD or JEL
Use NetXInvestor to retrieve:
- Monthly Brokerage Statements
- View Trade Confirmations
- Quarterly reports
- 1099 Forms
EWealthManager Login
eWealthManager provides access to all accounts held at AssetMark. Here, you can access your balance, portfolio balances, transactions, and more.
* Login here if your account number starts with 403xxxxxUse EWealthManager to:
- View transactions, performance, and holdings
- 1099 Forms and statements
- Update your e-delivery preferences