As Cambridge Operates as an Independent Broker-Dealer, we partner with multiple financial institutions that all serve a particular function within the services we offer our clients. We have two tools that aggregate accounts from different institutions for a simplified way to access your financial accounts 24/7.
Welcome to CIRStatements.com - your source for consolidated account information! CIRStatements.com allows you to easily consolidate and organize all your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure website!
https://investlink.aspireonline.com
https://investor.wealthscape.com/cir/investor-index.html?login
Gateway NW Wealth Management Portal
Our Gateway NW Client Portal is a personalized financial planning website that creates a shared planning workspace for clients and their advisors. We strongly encourage all of our clients to utilize our portal to simplify your finances by consolidating all of your financial accounts and important information in one place. Contact your advisor to request access to your website.
