Client Login
CIRStatements
This website allows you to see all your household accounts and values in one convenient spot. It also allows you to run Performance Reports on your investments.
Wealthscape Investor
This portal is for any accounts with NFS. Here you can look at your transactions, grab statements and tax forms, request money movement, and see balances. See the Wealthscape Investor user guides below.
Wealthscape Investor Mobile Check Deposit Guide
Wealthscape Investor Money Movement Guide
Wealthscape Investor Navigation Guide
Wealthscape Investor New User Registration and Paperless Guide
Your Personal Financial Website
Click the link sent to your inbox to get started, then create your username and password. There are a series of introductory questions. Once logged in, you can connect your financial accounts. See the user guides below.
A Guide to Getting Started
Adding Accounts
Mobile Access
Mobile Website Overview