Account Access
Mader Wealth clients have access to account balances, documents and performance history through several online portals. Call us first so we can assist you with setting up the online access.
As always, for servicing, account changes and deposits or withdrawals, please contact Mader Wealth directly at 651-379-0456.
eMoney
eMoney - Financial planning and account platform. View balances from your accounts, including most bank and employer retirement accounts in one place. This tool also allows you to enter and create a household budget.
CIR Statements
Cambridge Investment Research, Inc. - Consolidated account information with balances and performance history.
NetXInvestor
NetX Investor is the secure portal for you to access your Cambridge Investment Research, Inc. accounts with Pershing as the custodian. View your investments, history, statements and documents. You can also opt in to electronic statement delivery to avoid the paper statement charge.
Aspire
Aspire is the custodian for our educators and district employees with 403(b) accounts through their school district. View your investments, statements, and account profile information. You can also opt in to electronic statement delivery to avoid the paper statement charge.
The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 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, web sites, information and programs made available through this website.