Welcome to Member Portfolio View
Please use your Member ID (not to be confused with your credit union member number) and password to view your brokerage† account online through CUSO Financial Services, LP (“CFS”).
Have questions? We’re here to help. Please contact one of our CFS* Wealth Management Advisors. You may also ask to have your Member ID and password mailed to your address on record. We recommend that you receive this confidential information in person or by mail, rather than through unsecured email.
Check information on this firm with FINRA’s Broker Check.
†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.
*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 the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Elevations Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.