|
For members who appreciate the benefits of a full-service brokerage, CUNA Brokerage provides a comprehensive research and trading platform, available across multiple channels. With CUNA Brokerage, credit union members can buy and sell stocks, mutual funds, options, and more. A wealth of news and securities information is available.
Features of CUNA Brokerage include:
- Almost any kind of trade imaginable, including stocks, mutual funds, and options.
- Market orders, limit orders, and stop orders.
Here's how your credit union can benefit:
- Strengthens PFI relationships with your members.
- Increases traffic to your credit union Web site, stimulating more cross-sell opportunities.
- Promotes the face-to-face representative program at participating credit unions.
- Simplifies promotions with customizable member marketing materials.
Your members will value the ability to:
- Have multiple-channel access. Members can trade online, via telephone, or with a face-to-face representative.
- Create and monitor personalized watch lists, news, and securities information.
- Use tools, such as FundScan™, to narrow down investment choices to fit individual criteria.
For more information:
- Visit CUNA Brokerage
- Contact your CUNA Mutual Sales Executive at 1-800-356-2644.
|
