Welcome to Member Portfolio View
Using your Member ID (not to be confused with your credit union member number) and password, you can view your brokerage* account online through CUSO Financial Services, L.P. We hope you enjoy this convenient service and we would appreciate any feedback you would like to share with us.
We're here to help! To get started, please contact one of our CFS* Wealth Management professionals today at 303.443.4672 ext. 2240 to request a 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 transmitting passwords via e-mail, to and from your advisor, 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), are not NCUA or NCUSIF insured, not credit union guaranteed and may lose value. Investment Representatives are employees of Elevations Credit Union and are registered through CFS. Elevations Credit Union is affiliated with CFS (Member FINRA/SIPC).