View Your Investment Account

My Portfolio View™ allows you to take a look at your investment account at
any time, anywhere. Here’s what you can do:

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

First time logging in? Contact your investment advisor to
set up your account at

Three (3) options to view your investment account:

iSky Online Banking

WGet all your account balances in one view within iSky Online Banking. Simply log into iSky above.

My Portfolio View App

It’s convenient, secure and free. Select the app store below to install it on your iOS or Android.

Go to the App Store

My Portfolio View Website

Access your investment account using your computer or mobile browser.

View Your Account

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

*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.