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CUNA Brokerage Services, Inc.
If you need a trading service more than trading advice, CUNA Brokerage Services, Inc. (CBSI) is for you. CBSI is a provider of brokerage services made available to you through your Credit Union.
With CBSI, you can manage your investment portfolio with a full-service brokerage offering various securities products and trading options ... plus online tools to help you select the securities right for you. Settlement of trades can be handled electronically through your Credit Union Checking or Savings Account. CBSI offers three ways to trade:
- Interactive Voice Response (IVR) telephone system
Brokerage products available in a CBSI Brokerage account include:
- Mutual Funds
Trading services offered by CBSI include:
- Dividend Reinvestment on selected stocks
- Free real-time quotes
- Market research and investor education tools including screening tools, historical charts and financial calculators
- Electronic statements and trade confirmations
Trades executed online are just $15 and those executed through the IVR telephone system are only $20. Click here for the complete commission/fee schedule.
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 (866) 512-6109. Nondeposit 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. CBSI is a registered broker/dealer in all fifty states of the United States of America.