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 and how to go paperless:

NetXInvestor provides you with online access to your Cambridge/Pershing investment accounts, night and day, seven days a week. This is where you can choose to go paperless, see actual account statements, get tax forms, etc.

To sign up, 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 1st of the month) from edelivery@netxinvestor.com.

If you have any questions, you can reach a real person at Cambridge by calling 888-245-0452. You might be asked to provide your name, account number, date of birth and/or Social Security number.