Support
If you need assistance with Portfolio Director DESKTOP or Portfolio Director WEB, we are here to help you.
Product support is available from 9:00 a.m. until 5:00 p.m. (ET), Monday - Friday. Our offices are closed on all U.S. market holidays.
To contact us:
When calling, please have your registration code available so we may assist you faster.
Payment History
To view your credit card payment history for Portfolio Director, visit our U.S. Bank payment history Web site by clicking on the Payment Inquiry button below (you will be redirected to the U.S. Bank E-Pay Service).