Client Resources | Thimbleberry Financial
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503-610-6510

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Client Resources

Access Your Accounts

My Financial Website

Through your My Financial Website you can:

  • Send and receive documents securely via your client Vault
  • See your whole financial picture in one place
  • View your current investment account balances
Access My Financial Website
Get help with My Financial Website

NetXInvestor

Through NetXInvestor you can:

  • Access statements and tax documents for your accounts held at Pershing, LLC.

For most accounts the Financial Org# is 5CR.

Access NetXInvestor


Physical Address
650 NE Holladay St.,
Ste. 120
Portland, OR 97232
P: 503-610-6510
F: 503-217-7171
info@thimbleberryfinancial.com

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Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, member of FINRA/SIPC (www.finra.org, www.sipc.org) to residents of AZ, FL, OR, TX, and WA. Advisory services through
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thimbleberry Financial are not affiliated.

© 2012 Thimbleberry Financial - All Rights Reserved.