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Cambridge Consolidated Reporting and Performance
CIR Statements

Here you will access consolidated reporting on all of your accounts managed through Turquoise Wealth Management. Run combined performance reports, view combined projected income and review current holdings.

CIR Statements

Turquoise Wealth
Personal Financial Dashboard

Here you will find an overview of all of your in-house and linked accounts, including employer plans. The Dashboard includes your Net Worth, Overall Asset Allocation, Risk profile and portfolio risk status, and Financial Plan success Probability. You may drill down to get more details on any of these. Also, access your secure online Vault for storing important documents and safely transferring data to our office.

View My Dashboard

Custodians


E-delivery access and custodian specific logins.


Pershing LLC / NetX Investor Site

      SEI // Access My Portfolio       

 

Turquoise Wealth Management
300 Main St. Suite 401
Lafayette, IN 47901
Phone: 765-637-7920

   
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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 Adviser.  Cambridge and Turquoise Wealth Management, LLC are not affiliated.