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My Portfolio View
Access your investment instantly by logging into My Portfolio View. Once logged in, you’ll be able to check your balances, review history, and access documents such as statements and tax forms.
Using your Member ID (not to be confused with your credit union account number) and password, you can view your brokerage* account online through My Portfolio View. To receive your Member ID and password, contact Investment Services at 800.421.7111 x7581.
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value. Investment Representatives are employed by and registered through CFS. (Member FINRA/SiPC and SEC Registered Investment Advisor)
* If your assets are held directly at a mutual fund or annuity company, you may not be able to view your account information online. Currently, not all mutual fund or annuity companies are participating in our online account service. New participants will be added periodically, so check with your advisor for updates.
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