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Resources

We are pleased to provide the resources and account access links below:
CIRStatements
NetXInvestor
Schwab
Wealthscape

If you have any questions, or to gain first-time access to CIRStatements, contact our Client Relations Team at mosaic@mosaicfg.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 Advisor. Cambridge and Mosaic Financial Group are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Mosaic Financial Group.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided via Resources is strictly as a courtesy. When you link to any of the websites provided herein, Mosaic Financial Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. 

Cambridge’s Form CRS (Customer Relationship Summary)

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