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Online Investing & Brokerage

Smart tools for smarter investing. Manage your portfolio, check quotes, make trades and more online. Select one of our online tools below. 


Member Portfolio View
View your full service CUSO Financial Services, LP (“CFS”) brokerage account.




SEI - Managed Accounts
Access your managed accounts through SEI




TD Ameritrade - Managed Accounts

Access your managed accounts through TD Ameritrade




eVision®*

Access all of the tools and information you need to make informed investment decisions; check quotes, place trades, manage your portfolio, etc.




*eVision® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. A complete online pricing schedule will be available beginning November 18, 2015.

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 *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 Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


Check the background of this financial professional on FINRA's BrokerCheck.