Full Service Investing

Member Portfolio View

Welcome to Member Portfolio View. This service provides convenient 24-hour online viewing of your Full Service brokerage account1.

To access your account, enter your brokerage account Investment ID in the orange box to the left. If you do not yet have an Investment ID please contact your advisor to obtain one.

Member Portfolio View is for members with full-service investment accounts held through CFS*. Not all mutual fund or annuity companies participate in this online service.

[1] Not all mutual funds or annuity companies participate in this online account service. As a result, assets held directly at a mutual fund or annuity company may not be available for online viewing. New participants are added periodically—please check with your Financial Advisor for updates.

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Schedule an Appointment

Amplify Wealth Management provides an investment advisor registered through CFS who will sit with you to understand what is important to your financial success. Whether you are looking for investment advice, education planning, estate planning, or growing your business-- they can help you.

Schedule an Appointment


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Invest on Your Own

If you like to make your own investment decisions Amplify Wealth Management provides a solution through CFS for online investing in stocks, options, and mutual funds. The platform provides quotes, charts, and analysis, and tools to help you screen mutual funds. This tool gives you 24-hour access to the information you need.

Invest on Your Own