CIR Statements: Log in here
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 CIRStatements for:
- Viewing your transactions
- Accessing your account holdings
- Up-to-date performance information
NetXInvestor: Log in here
NetXInvestor provides access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more.
Use NetX Investor to retrieve:
- Monthly Brokerage Statements
- View Trade Confirmations
- Quarterly reports
- 1099 Forms