If you wish to view your account, 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. (Don't see your custodian? Please contact your representative or Portfolio Strategies.) 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 regarding your account, or if this is your first time checking your account, please call your representative, or Portfolio Strategies directly at
Click on the appropriate symbol below to view your account: