Broker Check

Introducing a step-by-step tool for first time investors.

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Answer, Click, Invest, 3 Easy Steps

UFCU Investment Services, available through CUSO Financial Services, L.P. (CFS*), is making it easier to get started on your investment journey. Our new Digital Investor tool analyzes your unique financial situation and guides you step-by-step on an investment path paved just for you. Simply answer a few questions about your budget and goals, and we’ll have you on your way in minutes.

Investing doesn’t have to be intimidating. Let’s get you going with confidence.

And if you have any questions along the way, you can always connect with our CFS* advisors for that human touch you’ve come to appreciate.

These materials have been independently produced by UFCU Investment Services available through CFS* is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like UFCU Wealth Management, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.† For specific tax advice please consult a qualified tax professional.

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