Client Access - Account View

Latest Fall 2016 Quarterly Newsletter : In this issue, we share our excitement for changes that are coming to CJM and discuss opportunities in high yield bonds. Of course, we top that off with Halloween pictures of our families. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJM’s expectations for the markets in 2017, a discussion on small cap equities as well as Tim’s thoughts on income distributions in retirement. Newsletter & Podcast Archive

CJM Wealth Advisers, Ltd. offers clients the most up to date account information via the two portal options below. You can access account summaries via the NetX Investor portal or you can visit the CJM Client Portal for account summaries plus additional performance reports, newsletters and other client specific documentation.




CJM’s Client Portal provides you with online access to your investment accounts, statements, and fund positions in a mobile friendly format. In addition, you can have instant access to balances, portfolio holdings, account activity with the touch of a button. You may even select your own reports to run on demand.





Netx Investor provides you with online access to your investment accounts, night and day, seven days a week. In addition, you can have instant access to balances, portfolio holdings, account activity and more. View your investment account statements, tax statements, and trade confirmations online. You also can access quotes, read news stories and stay connected to the market using advanced screeners on thousands of stocks, mutual funds and exchange traded funds (ETFs) – all online, at your convenience.