Online Investing
My Portfolio View
My Portfolio View is an online service that allows you to view your Charter Financial Services brokerage* account through Sorrento Pacific Financial LLC**. To get started, please contact us or call 847-884-2840 to request that your Member ID and password be mailed to your address of record. We recommend that you receive this confidential information in person or by regular mail because email transmissions to and from your advisor are not a secure form of communication.
Self-Directed Online Trading
If you are an investor who wants to make your own investment decisions,
the Online Investment Center is your premium choice for online investing
in stocks, options, and mutual funds, with commissions as low as $19.95.
To assist you in your decision making, we
provide quotes, charts, and analyses, plus high-powered tools for managing
your portfolio and screening mutual funds. You have 24-hour access to the
information you need... every day.
Please be aware that Charter Financial Services has switched
broker-dealers from Sorrento Pacific, LLC to LPL Financial effective
March 1, 2011. Once all client accounts are transferred to LPL
Financial, this site will no longer be available.
* If your assets are held directly at a mutual fund or annuity company,
you may not be able to view your account information online. Currently,
not all mutual fund or annuity companies are participating on our online
account service. Participants may be added periodically, so check with
your advisor for updates.
** Online brokerage services are offered through Sorrento Pacific, LLC a registered broker-dealer (Member
FINRA/SIPC).
Sorrento Pacific
is not affiliated with Charter National Bank and Trust. Products and
services offered through Sorrento Pacific:
- Are NOT FDIC-Insured
- Are NOT Bank guaranteed
- Are NOT insured by any government Agency
- Do NOT represent a deposit
- and MAY GO DOWN IN VALUE
