Online Banking
Home > Wealth Management > Investing > How to View your Investment Accounts

How to View your Investment Accounts

Accessing your CFS* accounts at Empower Investment Services & Retirement Solutions is easy with the Investments Widget.

Check the background of this firm on FINRA's BrokerCheck.


Save yourself the time and frustration of multiple sites and logins to view your accounts.


This feature offers:

  • Ability to see and/or maintain all of your accounts while logged into Empower Online Banking.
  • Simplicity of only having one user name and password for all accounts.


To Access the Investment Widget:

Locate & click the Investment Widget. The Investment Widget may display on the left side of your screen (along-side your account display) or by clicking on the MORE Widget to access. If you still do not see the Investment widget - Go to "Settings" on the menu under your name and select the Widget Tab. Once there scroll to the bottom to "Add" available Widgets.


*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. Dollar cost averaging, A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.

Marketing-Rule-Endorsement-Disclosure-Credit-Union-Sept-23-2022 
 
*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. Dollar cost averaging, A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.

Marketing-Rule-Endorsement-Disclosure-Credit-Union-Sept-23-2022