FREQUENTLY ASKED QUESTIONS
Q: How do I access my Pershing account? How do I access statements, trade confirmations, or tax documents?
In the videos below, we walk you through how to access your Pershing account for the first time or login, access statements, trade confirmations, and tax documents such as your 1099.
NetXInvestor.com
Q: Why am I getting correspondence from Cambridge, Pershing and NetXInvestor?
All three of these companies are people that we work with!
- Cambridge is our Broker-Dealer. They are our back office. They review and approve any new accounts that we set up as well as act as our compliance.
- Pershing is our selected custodian. A custodian is a financial institution that holds the possession of customers securities. Pershing is the company that ultimately holds the funds associated with your accounts.
- NetXInvestor is Pershing’s online account platform. This platform is used to access your statements and annual tax documents.
Q: How do I log in to CIRStatements.com?
Click
HERE to access your online account. If you have not already set-up an account, you can do it directly on the site or you can reach out to us and we will send you an invite. In the video below, we walk you through how to register and login to CIRStatements.
Q: How do I request money from my accounts?
We are unfortunately not allowed to take these instructions via email or text. If you need to make a withdrawal, please give us a call at 512-231-0890.
Q: How to add funds to your Pershing account?
There are a couple of ways to do this.
- The “fastest” way is to set up an electronic funds transfer, (internally we call it an ACH) that directly links your bank account to your investment account. From that point on, anytime you want to add funds to your investment account, you just give us a call.
- You can also mail us a check, written out to Pershing LLC. Once received, we will deposit it right into your account.
Q: How to add funds to your American Fund account?
There are a couple of ways to do this.
- The “fastest” way is to set up an electronic funds transfer, (internally we call it an ACH) that directly links your bank account to your investment account. From that point on, anytime you want to add funds to your investment account, you just give us a call.
- You can also mail us a check, written out to Capital Bank and Trust. Once received, we will deposit it right into your account.
Q: How do I update my beneficiary information?
Shoot us a text at 512-231-0890 or you can email us at hello@capitaladvisors.us.
Q: How do I schedule a meeting to review my accounts?
Please click HERE and use our online scheduler. If you are unable to find a time or date that works for you, please call us at (512) 231-0890 ext 103.
Q: How do I update my contact information?
Shoot us a text at 512-231-0890 or you can email us at hello@capitaladvisors.us.
