My Portfolio View

Welcome to My Portfolio View, an online service provided by Ohio University Credit Union for members with investments held at OUCU Financial Services through CUSO Financial Services, L.P.**

Using your Member ID (not to be confused with your credit union member number) and password, you can view your investment accounts* online. We hope you enjoy this convenient service and we would appreciate any feedback you would like to share with us.

If you have any questions about your account, please contact Shelby Storer at (740) 597-2821 or shelby.storer@oucu.org, or Danette Carr at (740) 447-9785 or dcarr@oucu.org.

Getting Started

To use the log in below, please contact Shelby Storer at (740) 597-2821 or Danette Carr at (740) 447-9785 to obtain your Member ID.

* 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 service. New participants will be added periodically, so check with us for updates.

**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Ohio University Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdraw penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.