Citadel is aware of recent news regarding the collapse of two major U.S. banks, and we assure our members that we remain in a safe and sound financial position. Learn more about how your funds are protected.
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Questions About Your Retirement?
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.
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.
“I appreciate the cutting-edge and forward-thinking advantages of being a Citadel member. My husband belongs to another credit union, but with Citadel's new Money Manager feature I can access both with just one sign-in, which makes my life so much easier! I continue to go to the branch to have a human person service my banking needs. The Springfield Branch personnel is an awesome group who put Citadel on the map with their personal service! That human touch cannot be replaced with automation.”
“I have been a Citadel member 20+ years. I have never had a an issue that was not handled immediately. The customer service is amazing! Online Banking is super simple and easy to use. I do 90% of my banking online or using the Citadel app. Anytime banking conversations arise I praise Citadel and try to convert all my friends and family to Citadel!”
“The website is easy to use for both my account information and to find general information about Citadel. I also use the mobile app, which is also very intuitive to use.”
“I find it very easy and convenient to check our account, which I do often. I love Online Banking and the convenience it offers, plus the fact that I am able to so 24/7.”
“I have been with Citadel since 1990 and have had nothing but great experiences and great service. Their Online Banking tools have made banking a dream. Citadel strives to improve services all the time. I will never bank anywhere else.”
