My Portfolio View

Welcome to My Portfolio View (MPV). Using your Member ID (not to be confused with your MCT member number and password), you can view your CFS* account online. We hope you enjoy this convenient service and would appreciate any feedback you would like to share with us.

To get started, contact your CFS* Financial Advisor, Brian Turpen at (409) 726-2333 and request your Member ID and password be mailed to your address of record. We recommend that you receive this confidential information in person or by regular mail, as e-mail transmissions to and from your advisor are not considered a secure form of communication.

 https://mpv.orcasnet.com/login/mc          (hyperlink to MPV login page)

** 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 account service. New participants will be added periodically so check with your advisor for updates.