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Self-Directed Investing through CFS* at Wright-Patt Credit Union

Low-cost, online self-trading — take control of your investments.

Financial Solutions

If you’re a savvy investor and like to take control of your own investment decisions, eVISION® is for you. Offered through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, eVISION®, is a premium alternative for online investing in stocks, options, and mutual funds, with commissions as low as $14.95. eVISION® provides 24-hour access to quotes, charts, and analyses, plus high-powered tools to manage your portfolio and screen mutual funds.

To learn more about eVISION®, click here. To view a demo, of eVISION®, click here.

We also offer the assistance of Financial Advisors, registered through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, to help you reach your investment goals. To schedule a no-obligation appointment with an Advisor, click here.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer. WPCU is in partnership with CFS. (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

eVISION® is a registered trademark of CFS. Complete pricing available online. A periodic plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investors should consider financial ability to continue purchases through periods of low price levels.