View Your Investment Accounts
Track all of your investment activity easily, within Online Banking.
While you use Online Banking for your everyday money management, you can also use it to track your long-term finances. A special widget gives you access to your CFS* accounts at Empower Investment Services & Retirement Solutions, saving you time and eliminating the need to visit multiple sites with multiple logins.
The investment widget may display on the left side of your screen, next to your account display. If not, click on the MORE widget to access. If you still do not see the investment widget, go to "Settings" on the menu under your name and select the Widget tab. Once there, scroll to the bottom to "Add" available widgets.
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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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Dollar cost averaging, A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.
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