Broker Check

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*. That’s 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, we’ll debit your share draft account to pay for your investment. No account minimums. No inactivity fees. It’s that easy.

Online Investing

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. You’ll be able to see your account confirmations and statements, tax documents and realized and unrealized profits and losses. You’re able to combine multiple family accounts with householding. All in an easy- to- use, concise trading environment with a user friendly investment tool available. With a low commission rate and direct settlement to your credit union account, investing has never been easier.

Online Resources for Self-Directed Investments

With BestVest Eview Client Weblink, you’ll 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.

Reduced Commissions

We offer you our discount brokerage services at substantially reduced commission rates. You pay less because you’re not paying for commissioned sales persons, recommendations or stock market research. You’re doing it on your own. Refer to your credit unions commission schedule and see how much you’ll save on every trade.

Investment Products You Select

You can invest in a complete suite of investment products including:

Exchange Listed and Over The Counter Stocks
Municipal, Corporate, US Government and Agency Bonds
Exchange Traded Funds ("ETF's")
Mutual Funds

And whatever other investment securities you may need.

It’s your choice based on your own investment needs.

Brokerage Service Features

  • Electronic Trade Settlements directly in your checking account, no checks to write, proceeds credited to your checking account the first business day after settlement
  • No Account Minimums
  • No Inactivity Fees
  • Individual, Joint, Retirement and Education Savings Accounts
  • Complete List of Investment Products
  • Online and Toll Free Services

Online Services

  • Easy to Use Trading Platforms
  • Real Time Portfolio and Account Information
  • Free Real Time Quotes, Charts, News and Research
  • E Delivery of confirmations, statements
  • Immediate access to tax information

To Open an Account, click on the link above or call us at 1-800-434-1776.