Broker Check

Company Name - City, State

1991 Crocker Road
Suite 400
Westlake, OH 44145

Call Us: 440-925-3040

View Your Investment Accounts

View All Accounts

CIR Statements
View daily values for all accounts (as of previous business day)


View all Pershing accounts only

View monthly statements
View and print annual tax documents


First time user? Need help logging into your Cambridge accounts?

First things first. You'll need a temporary password from us before you set up your account access. Call us at 440-925-3040, or email: [email protected]
Then, you can follow these step by step instructions. Print Instructions

Access your Pershing monthly statements & yearly tax information.

You'll need a temporary password from us before you set up your account access. Call us at 440-925-3040, or email: [email protected]
Then, you can follow these step by step instructions. Print Instructions


Locked out of your account?

No problem. It happens to all of us. Give our office a call and we will reset your password.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Balanced Asset Management and Cambridge Investment Research, Inc., make no representation as to the completeness or accuracy of information provided at these web sites. Nor are these companies 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving Balanced Asset Management’s web site and assume total responsibility and risk for your use of the web sites you are linking to.