Credit Union Members
In Association with Your Credit Union
You can now invest online or with broker assistance and your trades will settle directly in your credit union account*. Thatís right, no checks to write or to deposit. When you trade with us, your sale proceeds will be deposited directly into your share draft account. If you purchase a security, weíll debit your share draft account to pay for your investment. No account minimums, No inactivity fees. Itís that easy.
You have the ability to trade, access your account information, account balances, trading history, portfolio holdings and account activity on a real time basis using the BestVest Client Weblink website. Executions are posted instantaneously and your account balances are adjusted immediately. Youíll be able to see your account confirmations and statements, tax documents and realized and unrealized profits and losses. And youíre able to combine multiple family accounts with householding. All in an easy- to- use, concise trading environment, probably the most user friendly investment tool available. With a low commission rate and direct settlement to your credit union account, investing has never been easier.
On-Line Resources for Traders
With BestVest Eview Client Weblink, youíll have access to real time quotes, news, research, charts and option chains. Included is market analysis, market news, advanced quotes, streaming tickers, interactive charts, company snapshots, insider trading, SEC filings and fundamental information on over 3000 public companies. You can even set up your own portfolio watchlist. Everything you need, all for free.
We offer you our discount brokerage services at substantially reduced commission rates. You pay less because youíre not paying for commissioned sales persons, recommendations or stock market research. Youíre doing it on your own. Refer to your credit unions commission schedule and see how much youíll save on every trade.
The More You Trade, The More You Save
Through the broker-assisted 800 service, a round trip discount of 50% applies to transactions over 300 shares which are purchased and sold within thirty days.
Investment Products You Select
You can invest in a complete suite of investment products including:
Exchange Listed and Over The Counter Stocks
And whatever other investment securities you may need.
Itís your choice based on your own investment needs.
Brokerage Service Features
To Open an Account, click on the link above or call us at 1-800-434-1776.