Online Portfolio Service

To request access to the Online Portfolio Service, complete our Secure Registration Form.

On the registration form you will be asked to provide personal information and your email address so that we can identify you as a FundEX mutual fund client.

Once a registration is submitted, it is normally processed by the next business day. You will then receive an email containing your Temporary Password.

Password Help

If you need any help with your Password, you can submit a help request using the secure forms provided below.

Help requests are normally responded to by the next business day.

• Password Reminder
• Password Change

Technical Help

If you have any technical difficulties when using the FundEX Financial Online Portfolio Service, please use the secure help form provide here to submit a Technical Help Request directly to our Support Team.

Inquiries are usually answered by the next business day.

• Help Request