eVISION: a Self-Directed Account Option for
Online Members

CUSO Financial Service’s self-directed electronic trading platform, eVISION® is designed for the internet-savvy, do-it-yourself member. It is effective as a “starter” program for credit unions not ready to establish a full investment program, or as an addition to an already robust and successful program. The member-facing module can be customized to match the look and feel of your credit union’s website to provide a seamless user experience for the individual investor.

eVISION allows members to place their own stock, option and mutual fund transactions at discounted commission rates. Your members will get the latest technology in online investment portfolio management and tracking with free 24/7 access and the information they need to make the best decisions to meet financial goals.

Actions Members Can Take

  • Buy and sell stocks, including short sells and buys to cover short sells
  • Manage mutual funds
  • Access our Portfolio Tracker and receive stock and news alerts based on their criteria
  • Customize the homepage based on personal preferences
  • Leverage a simplified and expanded option strategies trading screen

A variety of online research and information tools 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. Even more important, the eVISION platform helps introduce online investors, who are already comfortable with technology and online banking processes, to other core products and services your credit union offers, including full-service investment services. If members do need assistance, a CFS registered representative is available via a toll-free number to place orders in accordance with their 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.