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Bartlett Wealth Management – eMoney

Your secure, single point of access to: Financial and Investment Account Aggregation Savings and Budget Tracking Asset and Real Estate Holdings Document Vault Financial Analysis and Reports

Wealthscape Investor – Cambridge NFS

Client access to brokerage and advisory accounts held in custody at NFS with Cambridge Advisors. View and download
detailed statements, forms, tax documents, etc.

Cambridge CIR Statements

Cambridge CIR Statements
CIRStatements is Cambridge Investment Research, lnc.’s system for our clients to view account balances online.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary) 

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Bartlett 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.

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Bartlett Wealth Management