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Account View

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CIR Statements

This is our main "household" portal. It offers an aggregate view of all accounts. Please reach out for log-in instructions.

CIR Statements Login

Wealthscape Investor

This portal is for accounts custodied at National Financial Services (NFS). This portal gives access to statements, tax documents, and e-delivery preferences for individual investors. Click "Register Now" to register.

Wealthscape Investor Login