Member Portal

View your account information anytime, anywhere via the Member Portal: Our Member Portal is an easy and effective way to view your account information online – at no cost to you. To sign up, contact Mission City Investment Services for simple step-by-step instructions. Once your Member Portal access is activated, you can access:
  • Account balances and summaries Switch easily between accounts and view aggregate of all account balances, funds available, holdings and transactions.
  • Positions and portfolio views See multiple views of your account holdings, including today’s intra-day delayed prices and stock and mutual fund fundamentals.
  • Transaction detail Access account transaction details, including dividends, reinvestments and checking and debit card activity.

In addition to the Member Portal, be sure to take advantage of the comprehensive range of financials tools on our website, including:

  • Market data
  • Interactive investment calculators
  • Quarterly newsletter delivered via e-mail
  • Links to other websites of interest
  • And much more

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 opt. 7

F: (408) 244-9390

cdavis@missioncityinvest.org