Client Access

Access your personal accounts here:

 

My Wealthport, Powered by e-Money

Your personal financial website where you can aggregate not only your investment accounts, but your bank accounts, credit card accounts, mortgages, etc. so that you can see your complete financial picture in one place.  Once you have registered for your website, you can access it here.

 

Wealthscape Investor Website

Access your Cambridge brokerage accounts custodied at National Financial Services (NFS) and sign up for electronic delivery of your account statements, trade confirmations, prospectuses, and other correspondence here.

SEI Private Trust

Access your SEI accounts here and sign-up for electronic delivery of your SEI account statements.

529 Accounts

Access your account, download statements and correspondence, make contributions, and request distributions.

CHET Advisor 529 at Fidelity

American Funds 529 

J.P. Morgan NY Advisor Guided 529

Columbia Threadneedle Future Scholar 529 

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 Advisor. Cambridge and Hill Financial Services are not affiliated. Securities services offered to residents of CA, CT, FL, NY and SC. Advisory services offered to residents of all 50 states.

Cambridge’s Form CRS (Customer Relationship Summary

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Hill Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. 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, sites, information and programs made available through this site.

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Hill Financial Services, P.C.