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Self-Directed Investments

 

At Consumers Credit Union, you have many options to help you plan for your future. You can take advantage of high yield CDs and money market accounts or convenient savings products. Just contact one of our friendly representatives at any Consumers office and we’ll walk you through the choices and help you set up your self-directed investing plan. Direct deposits are available to make securing your future easy on your budget. 

 

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Consumers Investment Services Division*

 

If you’d like to take a different approach to investment planning and management, you can meet with one of our financial planners, available through CFS*, our broker dealer. We will review your finances at no cost or obligation, explain your investment options, and help you find the right products for your needs. For your complimentary consultation, please schedule an appointment with GR Young by calling 269-488-1776. The investment services team can provide strategies to fit your ever-changing needs. Investment services are available at Consumers Credit Union through its broker-dealer, CFS*. 

 

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Online Trading*

 

For investors who want to make their own investment decisions, we offer online trading for mutual funds and stocks with the eVISION® Online Trading tool, accessible from any computer.  

 

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

eVision is a registered trademark of CFS. Complete pricing schedule available online. Extreme market volatility and trade volume may affect system access and execution.

 

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