For Our Clients

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.

For most clients, we offer online account access with daily pricing and performance reporting.  To view your account(s) online you must first contact us directly and complete an account access request.  Once this is accomplished, or if you already have access, you may click on the link below.

CIRStatements

MyEdocument Suite allows you to view statements and confirmations online at no cost.  Signing up for this service lets you select eDelivery of statements, confirmations, or both.  Selecting eDelivery will suppress the mailing of paper documents and you will receive e-mail notifications anytime a new document is available to view in the suite.  Signing up for this service is easy!  Simply go to myedocumentsuite and follow these instructions:

1. In the Login box, enter the Organization: 5CR
2. Next to "New User?", click on "Register Now".
3. You will need to fill in a form which includes your SSN and account number.
4. Answer the questions to set up the account. Make sure you record your login ID and password.
5. Once logged in, go to the "Online Profile" tab and then the "Paperless Preferences" tab to request email notification of statements and to turn off hard-copy delivery.

If you also want to eliminate paper prospectuses, you can do this too. Just go to Broadridge and select Cambridge Investment Research. That site will have you read an agreement and enter your account number and email address. You will need to do this for each of your accounts. The trees will appreciate it!

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 the address below. Please include the contribution year if the funds are going to your IRA or Roth account.

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

To wire funds directly into your account, use the following information:

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