Client Resources
Account access, forms, and important documents — all in one place.
New Client Forms
New Client Information
Basic personal and financial information to help us prepare for your first meeting.
Download PDF →Risk Tolerance Questionnaire
Helps us understand your comfort level with investment risk so we can build the right strategy for you.
Download PDF →Appointment Checklist
A quick list of what to bring and how to prepare for your upcoming meeting with your advisor.
Download PDF →Send Us Your Documents
Use the link below to securely upload documents to our office. No email attachment needed — just click, select your files, and send.
Disclosures & Important Documents
Form CRS (Customer Relationship Summary)
A summary of the types of services we offer, the fees you may pay, our conflicts of interest, and how to contact us with complaints. Required by the SEC.
Cambridge Privacy Policy
How Cambridge Investment Research handles and protects your personal information.
FINRA BrokerCheck
Research the background and experience of our financial advisors and our firm through FINRA's free tool.
Form ADV Part 2 — Firm Brochure
Our Form ADV Part 2 describes our advisory services, fees, and conflicts of interest as required by the SEC.
Can't Find What You Need?
Give us a call at 507-645-0495 or schedule a time to connect.
Schedule a Call