Set Up Your Accounts
What is CIRStatements?
CIRStatements is an account reporting system. It delivers views of your account collected electronically from multiple sources. This is where you can go to review values/track performance.
Reach out to DFS if you would like to sign up & we will email you an invite to get started. Once you receive the invite, you will create your own password.
Log in to CIRStatements:
Click “Login”
Enter your User ID and Password
What is NetXInvestor?
NetXInvestor provides you with online access to your Cambridge/Pershing investment accounts, night and day, seven days a week. This is where you can change delivery options, see actual account statements, get tax forms, etc.
To sign up for your NetX User ID, check out the following PDF on how to create your User ID.
Log in to NetXInvestor:
Click “Login”
Financial Organization #: 5CR
Enter your User ID and Password
You will receive monthly Account Statement Notifications and Quarterly Confirm Report Notifications by email (usually on the 1 st of the month) from edelivery@netxinvestor.com.
Any questions? Call our office & talk to Micah at 309-290-3743 or email him at Micah@Douglassfinancial.com.
You can also reach Cambridge at 888-245-0452 and provide your name, account number, date of birth and Social Security number.