eVISION: a Self-Directed Account Option for
Online Members

For those people who want to self-direct your own investments without the assistance of a professional advisor, CFS offers eVISION®.

Discount Brokerage Makes Trading Easy For You

Through a website co-branded with your credit union, members are able to purchase or sell securities online on a discounted basis and can choose from a pre-approved menu of more than 4,600 no-load mutual funds, many with no transaction fee.

A variety of online research and information tools also are available, and members can place all orders directly through the online system. It's easy to use and investors love the 24/7 trading capabilities.

If members do need assistance, a CFS registered representative is available via a toll-free number to place the orders in accordance with your instructions.

eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online.

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. Credit Unions contract with CFS to make non-deposit investment products and services available to their credit union members.