Client Dashboard

Your Family Heritage Client Dashboard

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Your Tools, All In One Place

Quick links to the resources you use most, with trusted access and secure logins.

CLIC Client

Your client portal

CIRStatements

Performances & Statements

NetXInvestor

Account Access

Nitrogen

Risk Tolerance Review

Social Security Administration

Government benefits & planning

Need Help Navigating Your Accounts?

Just give us a call and we’ll walk you through it.