 Member Portfolio View (MPV)
South Metro Federal Credit Union has established a unique service, called "Member Portfolio View" for our valued members who have brokerage accounts with CUSO Financial Services L.P. (CFS).
Member Portfolio View lets you view your investment portfolio online via our web site.
Click
here to get started*. To view your brokerage accounts, you will need a USER ID and password.
When
using "Member Portfolio View", you will be entering a
secured site not operated by the credit union. Please be aware of
other security measures such as, protecting your password information
and close your browser software prior to leaving your computer.
 *Member
Portfolio View is a third-party services from CUSO Financial Services,
LP
(CFS), an independent broker/dealer. All products and services offered
through CFS are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Representatives are employed by South Metro Federal Credit Union and registered through CFS (Member
FINRA/SIPC).
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More about Member Portfolio View
- You can only view your accounts.
- You cannot make transactions on your accounts online. To do that, you must consult your Financial Representative.
- Any values are based upon closing prices of the previous day.
- The service is set up primarily for CFS brokerage account(s) held with Pershing LLC, and not for assets held directly at a mutual fund or annuity company.
HOW TO SIGN UP FOR THE SERVICE
New clients will receive their USER ID and initial password from Rick Hoel, our Financial Advisor.
HOW TO ACCESS THE SERVICE
1. Click here to get started*.
2. Enter your USER ID and initial password on the green Member Portfolio View bar located at the bottom of the page.
3. You will be prompted to choose a new password, either alpha (case sensitive) or numeric, confirm that password and enter your email address.
LOST USER ID PASSWORD
Should you forget your user identification or password, call the Credit
Union at 952-445-0888.
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