About
Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.
What's New in CPS Portal
5.22.1
February 5, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
MoreFAQ
What is CPS Portal used for?
CPS Portal is used to easily view your portfolio values and allocations and to contact your advisor. It provides a centralized place for clients to manage their financial information.
Is CPS Portal free to use?
Yes, CPS Portal is available for free. There are no charges to download or use the core features of the application.
What devices support CPS Portal?
CPS Portal is supported on iPhone, iPad, and iPod devices. This allows for access across various Apple mobile and tablet hardware.
How secure is CPS Portal?
While specific security measures are not detailed, financial client portals typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure their device is secure and use strong passwords.
How often is CPS Portal updated?
The latest version is 5.22.1, last updated on February 5, 2026. This indicates a commitment to regular updates and maintenance for the application.
What is the age rating for CPS Portal?
CPS Portal has an age rating of 4+. This suggests it is suitable for users of all ages, with no mature content restrictions.
Does CPS Portal allow for transaction management?
The description focuses on viewing portfolio values and allocations and contacting an advisor. It does not explicitly mention functionality for managing or initiating transactions.
What is the user sentiment for CPS Portal based on ratings?
CPS Portal has a rating of 2.3 stars from 3 ratings. This indicates that current user satisfaction is mixed to negative, suggesting potential areas for improvement in user experience or features.
