Cambridge Investment Research, Inc.

Login Page

Very important! Introducing Multi-Factor Authentication to the login process on March 2nd, 2026.

For your first time logging in after this update, you will need to complete a one-time setup. Please ensure you follow the steps below:

  1. Enter your credentials as normal. You will then be taken back to the login page.
  2. Check your email for a verification message and verify your account.
  3. Once verified, login one more time.
  4. Set up your preferred MFA method: phone number or authenticator app.
  5. Verify your identity using the code sent to you via your chosen method.

Once complete, the log-in page will now display only one button to log-in. 

Any future password changes will not happen in DFX, but by using forget password upon the log-in screen.  


The Cambridge Charitable Gift Fund is a donor advised fund program that provides flexibility, convenience and tax savings.

As a donor, you can:

  • Enjoy an immediate tax deduction
  • Donate appreciated assets tax free
  • Maximize your giving power
  • Separate tax planning and charitable decisions
  • Simplify tax reporting and record keeping
  • Give anonymously
  • Cost Effective Alternative to a private foundation
  • Perpetuate a legacy of giving