Account Access Your Personal Toolset If you haven't already, contact your advisor to help get set up with all of these resources available to you. Wealthscape Investor Online access to your accounts at National Financial (Fidelity Institutional) Access Your Accounts CIRStatements Online access to your portfolio performance reporting tool.. Access Your Reports Cambridge Client Portal Online access to your client portal, financial planning and document vault tools. Access Your Tools Your Values Survey Update your social and environmental standards and instructions to us. Complete Your Survey Cambridge Charitable Gift Fund Manage Your Donor Advised Fund Access Your DAF PLEASE 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. Have a Question? Name Email Address Phone Question Thank you! Oops!