Online Investment Services

View Your Portfolio

Click here to view your investment portfolio if you have established an account with Investment and Insurance Services through CUSO Financial Services. To gain access you will need a User ID that can be obtained by calling Investment and Insurance Services at (541) 858-7325.

eVision

Click here to open or access your online brokerage account with CUSO Financial Services. This platform is for those who want self-directed access to the financial markets and may be used to buy and sell securities without professional guidance from a Financial Advisor.

Investments offered through CUSO Financial Services, L.P. (CFS) are not FINRA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Rogue Federal Credit Union and are registered through CFS. Rogue Federal Credit Union is affiliated with CFS (member FINRA/SIPC and SEC Registered Investment Advisor).