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:

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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.

[button link=”www.cirstatements.com” size=”xl” window=”yes”]Access my CIR Statements[/button]

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Wealthscape Investor for Cambridge Investment Research Customers

 

Wealthscape Investor(f.k.a. My Streetscape) provides direct access to your accounts held at Fidelity Custody and Clearing Services(f.k.a. National Financial Services). Wealthscape Investor 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 Wealthscape Investor.

[button link=”https://investor.wealthscape.com/cir” size=”xl” window=”yes”]Access Wealthscape Investor[/button]

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  Pershing Advisor Solutions

 

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:

[button link=”https://advisor.netxinvestor.com/web/pas/login-m” size=”xl” window=”yes”]Access NETX Investor[/button]

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          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:

[button link=“https://www.advisorclient.com/advisorclient/p/gridLogin” size=”xl” window=”yes”]Access TD Ameritrade Advisor Client[/button]

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Trust Company of America (CMG)

 

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

[button link=”https://www.trustamerica.com/liberty/desktop/login.jsf?if=cmg” size=”xl” window=”yes”]Access Trust Company of America [/button]