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