access your account

Continue to CAVU Online


CAVU Online is our secure portal through which you can: 

  • View your investment accounts. Interactive charts and detailed views provide you with real-time visibility into your accounts.
  • Track your spending. Your bank and credit card transactions import so you can see what you’re spending. Create custom categories to track your spending the way you want. 
  • Access your secure Vault. Securely save important documents such as birth certificates, tax returns, and more. And, safely share documents with us. 
  • And much more!