Client Access - Account View

Latest Spring 2017 Quarterly Newsletter In this issue, Tracey Baker, CFP, reflects on current markets as we head into the summer months. Kevin Donovan, CFA, compares performance of "Actively" vs. "Passively" managed funds. Parker Trasborg, CFP, discusses the implications of several common estate planning pitfalls. Read about the tax related benefits that can arise from making Qualified Charitable Distributions. Jessica Ness, CFP, talks about our Day of Service when we partnered with one of our favorite local service organizations for the second year in a row. See how our clients have two different programs to track their CJM portfolios. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMs expectations for the markets in 2017, a discussion on small cap equities as well as Tims 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.




CJMs 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.