View Investment Account

Two ways to view your investment account

Option 1 - View your account balance in iSky Online Banking

To protect your privacy, we need your permission to make your investment account balance available in iSky Online Banking.

Please contact us at 800.421.7111, ext 7582 to get access.

Option 2 - Log into My Portfolio View

With My Portfolio View (MPV), you can:

  • Check your balances*
  • Review and download history
  • Retrieve documents and tax forms

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 x7630. 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

*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.