Investment Accounts

The Credit Union offers investment advisory services¹ to members through Credit Union Investment Services. Members have access to select low cost, diversified Vanguard mutual funds that can help achieve long-term financial goals. Mutual funds provide the potential for higher returns than deposit accounts and can be more effective at outpacing inflation over time.

No Commissions

Investment services are offered by Representatives of Credit Union Investment Services who are also salaried employees of the Credit Union. The Representatives do not receive any commissions for their services. This way, they can be trusted to provide unbiased advice and suitable recommendations for a member's particular situation and goals.

Low Transaction and Maintenance Fees

• Annual Asset-Based Service and Maintenance fee:

  0.25% (0.0025)
• Initial Purchase Transaction:

  $2.00
• Automatic Recurring Investments:

  $2.00
• Exchange Transactions:

  $4.00 per side
• Subsequent Purchase and Redeem Transactions:

  $12.00
• Annual Custodial Fee for IRAs:

  $25.00

Account Types

Contributions can fund IRAs or taxable accounts depending on the objectives of the member investor. The minimum investment or transfer amount is $3,000.

For More Information

If you are interested in discussing or opening an investment account, contact your local branch and ask to speak with an Investment Representative.

Other Related Links:

• Investing Basics
• Investment Services Brochure
• CUIS Privacy Policy and Business Continuity Plan
• Notary & Signature Guarantee