The information below addresses many of the common questions we receive concerning client accounts. If you need something other than what is listed below please contact us.

To deposit funds to your accounts write your check payable to "Pershing" and place your account number on the check. Attach a note stating that this is a deposit for account number XXXXXXXXX and forward it to this address:

CAMBRIDGE INVESTMENT RESEARCH
Broker Dealer Resources
1776 Pleasant Plain Road
Fairfield, IA 52556-8757

As an alternative you may also wire funds to your account using these instructions:

BANK: The Bank of New York
Bank Address: 1 Wall Street, New York, New York 10286
ABA NUMBER: 021000018
BENEFICIARY: Pershing, LLC
BENEFICIARY ACCOUNT NUMBER: 890-051238-5 (Pershing, LLC)
ULTIMATE BENEFICIARY: Your Brokerage Account Name
ULTIMATE BENEFICIARY ACCOUNT NUMBER: Your Account Number

To view your account online you need to complete a access request with us. Once that is accomplished you can click on the link below: