Use the links below to access various Investment Portfolio resources administered by the Office of Financial Services. Questions regarding pooled investments and withdrawals can be made by contacting Edna Cristobal, C.P.A., Investment Manager at (213) 637-7292.
Account Information
Forms
- Register for Online Access to IP Account Statements (PDF)
- New Investment Pool Account Request Form (PDF)
- Deposit/Withdrawal/Transfer Form (PDF) | EXCEL
- Loan Payment Form (PDF) | EXCEL
NOTES: Form Submission requirements are noted on each form.