Investments & Insurance
Provided by MEMBERS Financial Services MEMBERS Financial Services is a personal financial management option available for members of USA Federal Credit Union. With MEMBERS Financial Services you have access to a wide array of insurance and investment solutions designed to complement traditional savings programs. MEMBERS Financial Services provides valuable information you can use at every financial stage, whether you are just learning about investing or if you have been investing for years. Speak with a MEMBERS Financial Services Representative for your personal financial management needs today.
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 | The MEMBERS Financial Services web site offers information such as: | • | On demand quotes, complete with customizable history charts | | • | An Investment Services area featuring secure online investment account access | | • | An Education Center with over 100 financial planning articles | | • | Opt-in email subscriptions to investment-focused news articles and reports |
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Investment Account Access | • | CUNA Brokerage Services, Inc. — USA Federal members who purchased Mutual Funds through a brokerage account (indicated by alphanumeric account numbers, ex: 6CT123456) can access their account(s) from the CUNA Brokerage web site. | | • | Fund Direct — USA Federal members who directly purchased Mutual Funds (indicated by all numerical account numbers, ex: 123456) can access their account(s) from the Mutual Funds web site. |
Policy form #FR030606-A4F6 Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member Nasd/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally insured, involve investment risk and may lose value, are not obligations of or guaranteed by the credit union. CBSI is a registered broker/dealer in all fifty states of the United States of America. *Please note that e-mail is not entirely private and messages can be intercepted, re-directed or altered by outside parties. Use caution when sending personal information via email. |
