My Portfolio View | OnPoint Community Credit Union

My Portfolio View The easy way to manage your investments

My Portfolio View gives you 24/7 access to your investment information.* To check out your balances and transactions, just enter your Member ID and password in the fields provided. My Portfolio View is for members who have a relationship with one of our financial advisors. If you haven't met with one of our advisors, schedule a complimentary consultation. Learn more about CUSO Financial Services, L.P., an independent broker-dealer affiliated with OnPoint Community Credit Union. Login to My Portfolio View
*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 services. New participants will be added periodically, so check with your representative for updates. Investment products and investment advisory 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. Investment Representatives are employees of OnPoint Credit Union and registered through CFS. (Member FINRA/SIPC).