Get Access

Client Logins

Account Access

Seamlessly access your account through these convenient links. Need help signing in or setting up online access? Contact our friendly team at 815-963-0461.

Investment Tools

Riskalyze is a tool that we utilize to procure a baseline understanding of your risk tolerance.

Riskalyze Assessment

Paperless

NetX Investor allows you to manage your e-delivery options. You can select which documents you would like to receive electronically or in the mail.

NetxInvestor

How to Retrieve your Username

NetX Investor Registration Guide

Online Access

CIRStatements allows you to stay up to date on your accounts. You can view your account balances, track performance, and run multiple styles of reports.

CIRStatements

Right Capital

Financial Planning

A detailed retirement analysis tool to help determine whether you are on track for a successful retirement.

Right Capital

Client Upload Portal

Securely Upload your documents or requested information to our Client Upload Portal

Access Portal

Office Hours

Mon - Thurs | 9 am to 4 pm

Friday | 9 am to 1 pm

Weekends | Closed

Contact Info

124 N Water Street Suite 204, Rockford, IL 61107

(815) 963-0461

info@watersideadvisors.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Waterside Financial Advisors, LLC are not affiliated. Tax Services provided by Waterside Financial Advisors, LLC. Cambridge Investment Research, Inc. does not provide tax advice. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

We are licensed to sell insurance products in CO, FL, IL, IN, KY, MN, MT, NC, NM, OH, WI, WY

Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Cambridge does not offer tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

Waterside Financial Advisors, LLC