Bridge Account

Open a new Bridge Account to participate in stock market returns¹ with the safety of an insured savings account.

Plan and Prepare for the Future

Long-term financial goals, including retirement and saving for college, are generally accomplished through investing in the equity markets, specifically stocks and mutual funds.

Investment Accounts

The Credit Union offers its Investment Program² through Credit Union Investment Services, with a limited selection of Vanguard mutual funds that are available through an investment account to help members meet those long-range goals. However, with a required initial balance of $3,000 mutual fund investing may be beyond the reach of many beginning investors. So we developed the Bridge Account.

Bridge Account

The Bridge Account is designed to "bridge the gap." Participate in market returns on insured savings as you accumulate $3,000 to open your investment account and learn how the stock market works without the associated risk of loss. Once you have accumulated the minimum deposit for an investment account you will be able to take investing to the next level.

• Minimum opening deposit - $25
• Maximum balance - $3,000
• No monthly service charge
• No negative return
• No penalty or fee for withdrawals or closing the account
• Dividends paid quarterly in arrears based on the Standard & Poor's 500® Index with a maximum quarterly return of 3%
  (12% APR/12.55% APY)¹
• NCUA Insured

You can open a Bridge account online, by calling the Call Center or visiting your local branch.

Other Related Links:

• Bridge Account Brochure
• Bridge Account Disclosure
• Insurance Services