View My Portfolio

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

  • Existing users log in

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

Start planning your retirement today

 We can help. Call 800-732-0173 ext. 4296 or make an appointment today.

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