The following services are available at Wright-Patt Credit Union through CUSO Financial Services, L.P.*, our broker/dealer:
*Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not obligations of the credit union, not credit union guaranteed and may lose value. Advisors are employed by Wright-Patt Credit Union (WPCU) and registered through CFS. WPCU is in partnership with CFS. (Member FINRA/SIPC and SEC Registered Investment Advisor)
The Financial Advisors, available through our broker/dealer, CUSO Financial Services, L.P.*, at Wright-Patt are available by appointment at any Member Center. Appointments can be made by calling (937) 912-7855 or (800) 762-0047, ext. 7855.
Yes. eVISION®, offered through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, 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 our portfolio and screen mutual funds.
To view a demo of eVISION®, click here.
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.
Home Banking will be unavailable on June 23 from 12:30 AM to 4:30 AM for routine maintenance.
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