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My Consolidated Statements and Reports

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

Access Your Account

My Personal Financial Website

Here you will find an overview of all of your accounts, including employer plans. The Dashboard includes your Net Worth, Overall Asset Allocation, 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.

Access Your Account

Custodian specific statements, activity and more


Pershing LLC / NetX Investor Site

      SEI // Access My Portfolio       

 

Turquoise Wealth Management
300 Main St. Suite 600
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.