Wealth Management

Visit the EFCU Wealth Management Site
Our dedicated team can help bring your financial future into sharper focus.
Investing through LPL Financial
When planning the road ahead, contact Empower FCUs' LPL Financial team of investment professionals and advisors.
Estate Planning

Plan and prepare on your terms. You can nominate guardians for your children and pets, determine how your assets will be distributed, specify your final arrangement wishes, and more. 

Personal Insurance through LPL Financial

Learn about personal insurance options so you can plan proactively for the future.

View Your Investment Accounts
Make it easy to track and manage your investment activity without logging into multiple systems. Find them all in one place.
 
  • View your LPL Financial investment accounts directly through Online Banking.
  • An investment widget displays your accounts alongside your banking information for a convenient, consolidated overview.
  • If the widget isn’t visible, add it via the “MORE” widgets menu or through Settings → Widgets → Add.
Empowering you to make the best financial decisions.
Explore valuable tools and education to support your unique financial journey.
Financial Calculators
Run the numbers to figure out payments
Calculators
Security & Fraud Center
Protect your personal info & prevent fraud
Security & Fraud
Online Resources
Information you need to make the right financial moves
Resources
FAQs
Get answers to frequently asked questions
FAQs
BrokerCheck - Find a broker, investment or financial advisor 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Empower Federal Credit Union and Investment Services & Retirement Strategies at Empower Federal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services & Retirement Strategies at Empower Federal Credit Union and may also be employees of Empower Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Empower Federal Credit Union or Investment Services & Retirement Strategies at Empower Federal Credit Union Securities and insurance offered through LPL or its affiliates are: 
 
Not Insured by NCUA or Any Other Government Agency 
Not Credit Union Guaranteed 
Not Credit Union Deposits or Obligations 
May Lose Value 

Your Credit Union Empower Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

LPL Financial Form CRS