My Portfolio View™ allows you to take a look at your investment account at
any time, anywhere. Here’s what you can do:
Three (3) options to view your investment account:
WGet all your account balances in one view within iSky Online Banking. Simply log into iSky above.
It’s convenient, secure and free. Select the app store below to install it on your iOS or Android.
Access your investment account using your computer or mobile browser.
To obtain your MVP Member ID and password (not to be confused with your SkyOne member number), simply contact your investment advisor at 800.421.7111. If you forget your password or wish to change your security information, please contact CUSO Financial Services, L.P. (CFS) at 858.530.4486 or firstname.lastname@example.org.
*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, please check with your advisor for updates.