MY PORTFOLIO VIEW
View your brokerage accounts online, anytime
My Portfolio View
My Portfolio View allows you to conveniently view your brokerage* account online through CUSO Financial Services, L.P/Advantis Wealth Management from any device. You can conveniently view your brokerage accounts anytime, anywhere you have internet access.
How to get started:
Please contact us or call (503)-785-2561 to request that your Member ID and password be mailed to your address of record. We recommend that you receive this confidential information in person or by regular mail because email transmissions to and from your advisor are not secure forms of communication.
*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. Participants may be added periodically, so check with your advisor for updates.
*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.