Manage your portfolio, check quotes, make trades, and more online. Take full control of your future and manage your investments anywhere, at any time with Citadel’s convenient online investing and brokerage tools.
Member Portfolio View
View your full service CUSO Financial Services, LP (CFS) brokerage account via Online Banking. Once you log in to Online Banking, select Investment Accounts, then Manage Your Investments from the left menu to be automatically signed into Member Portfolio View and see all your accounts. This free service is also offered directly through CFS.
To get started, simply contact your Financial Advisor at Citadel or Jim McCrudden at 1-800-666-0191, ext. 6247, and request that your Member ID and password be mailed to you. We recommend you receive this confidential information in person or by regular mail because email to and from your registered representative is 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 service. New participants will be added periodically, so check with your planner 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 Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**eVision® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. A complete online pricing schedule will be available beginning November 18, 2015.