Client Access

Access all of your accounts in one place.

Client Access
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A happy family walks on the beach

Account Access

Please note, you will have to register for online access first if you have not already done so in order to log in. Please contact us if you need assistance.

NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Frequently Asked Questions

Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Cambridge is Mersberger Financial Group’s broker dealer.

Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms, and wealth managers. Pershing, LLC is the primary custodian Mersberger Financial Group utilizes for client assets. You can read more about Pershing by going to www.pershing.com.

The Financial Industry Regulatory Authority (FINRA) is a regulatory organization for all securities firms doing business in the United States. Created in July 2007 through the consolidation of the NASD (National Association of Securities Dealers) and the regulatory functions of the New York Stock Exchange. FINRA is dedicated to investor protection and market integrity through effective and efficient regulation of the securities industry. For more information, go to www.finra.org.

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