A great investment strategy should also give you access to your financial information whenever you’d like.
Whether you work with one of our advisors, our CU Wealth Essentials team, or are a DIY investor, all you need is right here.
Click on the links below to access your portfolio.*
Please note: CU Financial Management provides these links solely as a courtesy service. Any difficulties with accessing your online accounts should be directed to Aviso Wealth or Qtrade.
*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.