My Portfolio View

Check your balances, review your CFS* account activity and access statements and tax forms from My Portfolio View.

  • If you ARE signed up for Online Account Access: Log-in to Online Account Access and click “Investments” in the menu.

  • If you’re NOT signed up for Online Account Access: You’ll need a My Portfolio ID1 and password to view your brokerage account online. Contact Investment Services to get your My Portfolio ID. Call 800-732-0173 ext. 4296.

Start planning your best retirement today. Call 800-732-0173 ext. 4296 or make an appointment today.

1Your My Portfolio ID is separate from your member ID or your portfolio account ID.

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