My Portfolio View

My Portfolio View allows members utilizing Advantis Investment Services to view their investment accounts online through CUSO Financial Services, L.P.

Login to view your investment accounts.



*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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 representatives for updates.