Member Portfolio View
Investment
Services Brochure
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Even more ways to save
Investment Services
Take advantage of OnPoint's Investment Services available through CUSO Financial Services, L.P. (CFS), our broker dealer. Roll over your IRA, and other investment accounts, and keep your portfolio right here in one convenient place. You can choose from a variety of mutual funds and annuities, among other investment options. Our experienced professionals will work with you one-on-one to identify your individual retirement goals and help make them a reality.
Member Portfolio View
Member Portfolio View allows members utilizing OnPoint Investment Services to view their investment accounts online through CUSO Financial Services, L.P. By using your Member ID (not to be confused with your credit union member number) and password, you can securely view your statements, account holdings, transactions and balances in your investment portfolio.
To activate Member Portfolio View, contact your Investment Representative or call 503.525.8726 or 800.527.3932.
 Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Investment Representatives are employees of OnPoint and registered through CFS. OnPoint is affiliated with CFS (Member FINRA/SIPC). Investment Representatives can assist members in the following states: Oregon, Washington, California, Hawaii, and Texas.
For more information contact:
Member Services
M-F 7:00 a.m. - 7:00 p.m.
503.228.7077
800.527.3932
info@onpointcu.com
visit your nearest branch.
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