The DFS Financial Group Access Tools

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New Client Electronic Onboarding

Access and complete your New Client Intake Form online now.

You will be redirected to The DFS Financial Group's secure Forms page.

Access onboarding form

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Packets and Disclosures

Access information about The DFS Financial Group.

Access Packets & Disclosures

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Financial Planning Client Portal

Access The DFS Financial Group's Financial Planning Portal

Enter Portal

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Account Statements

Access your Cambridge Investment Research Account Statements

View Statements

The DFS Financial Group ™

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Financial Professionals 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.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group™ , The DFS Insurance Group, and Gateway Insurance Group, and Cambridge are not affiliated. Gateway Financial Advisors, LLC., DBA: Quality Life Insurance Agency. Cambridge is partial owner of Gateway Financial Advisors, LLC.

Cambridge does not offer tax or legal advice.

The DFS Financial Group™ does not offer tax or legal advice.

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Cambridge's Customer Relationship Summary (CRS) Form

The DFS Financial Group Access Tools

New Client Electronic Onboarding

Packets and Disclosures

Financial Planning Client Portal

Account Statements

Financial Calculators

Inflation Calculator

Net Worth Calculator

Disability Income Calculator

RMD Calculator

College Savings Calculator

Federal Income Tax Calculator