View your full service brokerage* account online!

To login use your member ID and password, automatically assigned to your brokerage account.

To signup for Member Portfolio View, contact Patrick Seal at 303.443.4672 x 2262 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 e-mail transmissions to and from your representative are not a secure form 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. New participants will be added periodically, so check with your representative for updates.

Products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Independent Investment representatives are registered through CFS (member FINRA/SIPC).