Portfolio Online: Monitor & Manage Investment Accounts

Welcome to the newly upgraded Portfolio Online!


With Portfolio Online, it's convenient and easy to access your account online. You can view more information than ever before, plus leverage enhanced features to help monitor and manage your investment account(s).

  Access Portfolio Online

For assistance accessing and navigating your Portfolio Online account,
please print or save the Portfolio Online User Guide.

Portfolio Online User Guide

We have enhanced our sign on process to provide you with an added layer of security. Upon logging in, you are required to go through the enhanced secure sign on process. To learn more please read our FAQ.

Supported browser versions include:

Compatible Browser Compatible Operating Systems
Edge Windows 10
Internet Explorer 11 Windows 7, Windows 8.1, Windows 10
Internet Explorer 10 Windows 7, Windows 8
Internet Explorer 9.0 Vista, Windows 7
Internet Explorer 8.0 Vista, Windows XP, Windows 7
Firefox Vista, Windows XP, Windows 7, Windows 8, Windows 10
Google Chrome Vista, Windows XP, Windows 7, Windows 8, Windows 10
Safari iOS 7 iPad 2,3, and 4;
Mac OS X version 10.9 "Mavericks"
Mac OS X version 10.8 "Mountain Lion"
Mac OS X version 10.7 "Lion"
Mac OS X version 10.6 "Snow Leopard"

You will need Adobe Acrobat Reader to view some of these documents and forms.
You can download the reader by clicking here or on the link below

Adobe Reader