Client Login Portal
Clearing Firm Logins
NFS LLC (Fidelity)
This is to access your Fidelity account at the clearing firm via Wealthscape. Statements and tax forms can be found here.
You will need information from your advisor to register.
This is to access your Pershing account at the clearing firm via NetXInvestor. Statements and tax forms can be found here. The Financial Institution # is 5CR.
Please contact your advisor for access.
Performance Reporting Login
Access all of your household’s accounts in one secure place. This includes a client portal for up to date information and reporting section for detailed performance information. This is accessed via CIRStatements.
Please contact your advisor for an invitation.
Financial Planning Login
This is your personal financial homepage powered by eMoney. Your entire financial life updated live, every day. Please take the time to complete your on boarding questionnaire and look to the “Vault” at the top right of your screen for detailed guides on how to use the many features.
Contact your advisor for an invitation.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC, to residents of: AL, AZ, CA, CO, DC, HI, ID, IL, IN, LA, MA, MN, MO, MS, NC, NJ, NY, OH, OR, TX, UT, WA, WI. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Luminous Financial Group LLC are not affiliated.