One-on-one virtual appointments are available to review your current investments and develop a personalized retirement plan.
Check the background of CUSO Financial Services, L.P.(CFS) on FINRA's BrokerCheck.
Online Access to Your Investment Portfolio
Member Portfolio View allows members using Maps Investments to view their investment accounts online through CUSO Financial Services, L.P. View your investment accounts.
Self-Directed Online Trading
If you are an investor who wants to make your own investment decisions, CUSO Financial Services, L.P.* is your quality choice for online investing, with commissions as low as $14.95**. Visit eVISION® Self-Directed Online Trading to learn more.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (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. The 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. Extreme market volatility and trade volume may affect system access and execution. Complete