Account Access

NetXInvestor – View brokerage account documents online (statements, confirmations, tax documents) for accounts using Pershing, LLC as the custodian.

CIRStatements – A consolidated view of all of your investment accounts. View a variety of information such as, account holdings, balances, transactions, asset allocation, performance data, and more in one single place online.

Fidelity – View account information such as, account holdings, balances, transactions, account statements, and more for accounts using Fidelity as the custodian.

Plan Participants – Plan participants can access their account holdings, balances, statements, and more. In addition participants can request service actions, change investment elections, and rebalance their investment choices.

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Medallion Wealth Management, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not provide tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Medallion Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Medallion Wealth