Client Access - Account View

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. 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.