Broker Check

Insights, access, and personal attention

Manage your account online, anytime

Your Chicago Oakbrook Financial Group team is always ready to lend a helping hand. But for quick access to detailed account information and monthly consolidated statements, the COFG Client Portal makes it easy.  With just a few taps you can see assets in your portfolio, manage passwords, and much more.

COFG Client Portal

Raymond James

To access only your Raymond James accounts and manage your paperless delivery preferences, please use the link below to securely sign in to the Raymond James client portal.

Client Access

Commonwealth

Access to Investor360 is still available until your assets have transferred to the new COFG Client Portal.

Investor360

IMPORTANT CYBER SECURITY AWARENESS: Cyber threats are up! Please make certain your passwords are at least 15 characters long and consist of numbers, upper- and lower-case letters, and symbols. Never reuse passwords – anywhere you login to an application (email, websites, mobile banking, COFG client portal) use a unique password. Change your passwords every three months. Always use multi-factor authentication when available. And always store your passwords in a secure vault app that you can buy from your app store.

Calculators

Giving back to our communities

We are grateful for our clients and the amazing success we’ve enjoyed over these many years. To show our appreciation and help build a better world for all, our employees support several local nonprofits.

Bridge Communities

A dynamic, grassroots nonprofit committed to transforming the lives of homeless families by partnering with talented, resourceful individuals and groups in our community.

Learn more >

Beyond Hunger

Creates solutions to end hunger at every stage of life. They provide emergency food to families in need, summer meals for kids who lack them when school is out, and deliver groceries to homebound older adults.

Learn more >

SamaraCare Counseling

Helps those in our community looking for clarity, understanding, acceptance, calm, courage, hope, and change. No matter what the challenge, they stand ready to help improve one’s mental well-being.

Learn more >