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Client Portals

Log in to your accounts: CIRStatements, Wealthscape Investor (Fidelity) and NetXInvestor (Pershing) portals for Jordan Creek Financial Solutions clients.

Easily access your accounts, view statements, and stay connected to your financial journey. Trouble logging in? Contact us for assistance.

CIRStatements

View all accounts in one place

Wealthscape InvestorSM

Fidelity accounts

NetXInvestor

Pershing accounts

Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions. Jordan Creek Financial Solutions is owned and operated by Cambridge and its affiliates.

Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced.

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 website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on 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.

Cambridge’s Form CRS (Customer Relationship Summary)

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