Access my Generations Financial Planning & Wealth Managment Accounts

Generations Financial Planning provides access to all of your accounts online through this portal. Login information is provided by your Certified Financial Planner. Use the contact form to the right for questions or call the office (269)441-4091.. Use the links below to access the account you need:

Access your Cambridge Investment Research Accounts here.

Cambridge Investment Research Statements (CIR Statements)

 

CIR Statements aggregates your account information from NFS and other custodians such as Pershing, Trust Company of America, mutual fund and annuity companies. Keep in mind, because of the aggregation from other parties, values and transactions may be delayed a day or two. CIR Statements provides performance and asset allocation information regarding your accounts.

Access my CIR Statements

Access myStreetscape for Cambridge Investment Research clients hereMyStreetscape for Cambridge Investment Research Customers

 

MyStreetscape provides direct access to your accounts held at National Financial Services. My Streetscape is updated throughout the day and provides access to your monthly statements. To obtain paperless delivery of your statements and confirmations, you will want to subscribe to My Streetscape.

Access MyStreetscape

Access my NetxInvestor, NetExchange Investor, Pershing Advisor Solutions online account here  Netexchange Investor

 

Netexchange Investor provides direct access to your accounts held at Pershing LLC. Netexchange is updated throughout the day and provides access to your monthly statements. To obtain paperless delivery of your statements and confirmations, you will want to subscribe to Netexchange Investor. You can register online for access or log in using the following link:

Access NETX Investor

TD Ameritrade Advisor Client

TD Ameritrade Advisor Client provides direct access to your accounts held at TD Ameritrade is updated throughout the day and provides access to your documents. You will be sent an email with your TD Ameritrade initial login information. To access the site click on the following link:

Access TD Ameritrade Advisor Client

Access my Trust Company of America, CMG, Scotia Partners, and Howard Capitalaccount information here.

Trust Company of America (CMG, Scotia Partners and Howard Capital)

 

Access to these accounts and the ability to download statements is available by clicking the button below:

Access Trust Company of America