If you wish to view your current account status, please begin by clicking on the symbol below of the company that you have designated as the holding agent for your Portfolio Strategies program account. Your action will open a new window which will then present you with additional steps and/or options. Once you've reviewed your information, simply close the new window and you will be returned to the Portfolio Strategies website.
If you have any questions about your account status, or if this is your first time checking your account status, please call your representative, or Portfolio Strategies directly at (800) 959-2001.
Click on the icon below to view your account status:
