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Client Portal

It's here! Cambridge Advisors has been developing a client portal through our portfolio accounting and reporting software provider and we are ready to roll out the first phase. In this phase, clients will be able to view their balances and security holdings in total and by account. In addition, quarterly reports will be available online. If you would like to stop receiving paper copies of your report from Cambridge Advisors, let us know because they will now be available online. Other documents or reports can also be downloaded by clients securely which can provide better protection to our clients. If you would like access to the client portal, please contact your advisor so we can set up a login and password for you.