Membership Financial Services
CUNA Brokerage & Insurance
Manage your investment portfolio with a full-service brokerage offering almost every kind of trade imaginable and tools to help you select the securities right for you. You can also view available insurance options and apply for the coverage that you and your family need.
MEMBERS FOLIO Investing
Buy stocks one at a time or buy custom baskets of up to 50 stocks (Folios) in one simple transaction.
Diversify quickly and invest in various asset types, classified by investment objectives.
Accumulate retirement income through a tax-deferred account with a wide variety of investment options.
Variable Universal Life Insurance
Protect your life while growing cash value through a wide selection of investment options.
529 College Savings Plan
Invest in a tax-advantaged way to prepare for education-related expenses.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.