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.
Pershing LLC
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.
Have questions or comments? We're here to help! Please let us know below and our associates will reply to you promptly.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these
websites, you are leaving our website and assume total responsibility and risk for your use of the websites
you are linking to. We make no representation as to the completeness or accuracy of information provided
at these websites. Nor is the company liable for any direct or indirect technical or system issues or any
consequences arising out of your access to or your use of third-party technologies, websites, information,
and programs made available through this website.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC, to residents of: AL, AZ, CA, CO, DC, FL, HI, ID, IL, IN, MA, ME, MN, MO, NC, NV, NY, OH, OR, TX, UT, VA, WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Luminous Financial Group LLC are not affiliated.
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