eVISION: a Self-Directed Account Option for
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.