Financial Advice

Portfolio View

If you have already worked with one of our financial advisors, you can view your portfolio by using the Portfolio View system. Portfolio View allows you to monitor your investments 24 hours a day, 7 days a week. Please contact your financial advisor to establish a login for your account.

Portfolio View Log In  >> Go

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst Federal Credit Union to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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