Account Access

We offer several ways to access your accounts online. To see all your accounts with Cambridge Investments please click the "" link below.

We are proud to offer our eMoney Portal to those who are wanting a more complete picture of their financial plan. Using this personalized page you can view all of your accounts regardless of what institution they are at, create budgets, automatically categorize your spending, view projections, and much more.

You must contact us at in order to initially establish this portal as they will not be established automatically.

Your one stop for financial planning plus view all of your accounts here regardless of the institution they are held at.

Your official Cambridge Portal for viewing current account balances.


Your document vault for your Pershing brokerage accounts only.  The Financial Org# is 5CR


Securities offered through Cambridge Investment Research. Inc., Member FINRA/SIPC  Advisory services through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. True Wealth Advisors Group, Inc and Cambridge are separate entities . Cambridge does not provide tax or legal advice


This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Securiites offered to residents of: Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Carolina,  Ohio, Oregon, Pennsylvania, South Dakota, Texas, Virginia, Washington, Wisconsin

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