My Portfolio View
Check your balances, review your CFS* account activity and access statements and tax forms from My Portfolio View. Simply 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.
1Your My Portfolio ID is separate from your member ID or your portfolio account ID.Go to main navigation