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Trading Notice: The Stock Market will be closed on Monday, September 6 for Labor Day. Trading will resume on Tuesday, September 7.
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Manage your investment portfolio with a full-service brokerage offering almost every kind of trade
imaginable and tools to help you select the securities right for you. CUNA Brokerage is:
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Accessible: Invest however you want—online, by telephone, or with a Face to face representative.
Comprehensive: Trade stocks, mutual funds, options, and more.
Personalized: Create your own watch list and get personalized news and securities information.
Valuable: With FundScan™ narrow down 6000 mutual funds by defining your criteria.
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Buy a diversified portfolio with our Ready-To-Go Folios of stocks & ETFs - You get the diversification of mutual funds with all the control & tax benefits of owning stocks. Or, create your own portfolios with up to 100 stocks, ETFs or mutual funds each. MEMBERS FOLIO Investing is:
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Easy: Rather than trying to guess the "right" stock, Ready-To-Go portfolios of up to 100 stocks each with just a few clicks. There's even a FOLIO WizardŽ that can help you understand your risk tolerance and help you pick Folios.
Smart: Get the diversification of mutual funds with the customization & tax benefits of direct stock ownership - without high mutual fund fees or trading commissions .
Personalized: Customize and modify your Folios as often as you want.
Valuable: Automatic tax lot tracking, performance reporting, watch lists & more.
Affordable: Low flat fee pricing with no asset based fees and no minimums.
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| Services |
CUNA Brokerage |
MEMBERS FOLIO
Investing |
Securities Traded Online
Stocks
Mutual funds
Baskets of stocks (Folios)
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Yes
Yes
No
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Yes
Yes
Yes
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| Real-Time Online Trades |
$26.00** |
$3.00 to $10.00 |
| Broker-Assisted Trades |
$59.00*** |
$45.00 |
| Twice-Daily Window Trades |
N/A |
$4.00/stock
-or-
$29/mo or $290/year flat-fee:
Unlimited commission-free trading
Unlimited Accounts & Folios
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| Fractional Share Purchases of Stock |
No |
Yes |
| Limit Orders |
Yes |
Yes |
Account Access
Online
Face to face representative
Telephone representative
Touch-tone trading (phone)
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Yes
Yes
Monday - Friday,
7 a.m. to 9 p.m., CT
Saturday,
8 a.m. to 4 p.m., CT
Yes |
Yes
No
Monday - Friday,
6 a.m. to 11 p.m., CT
Saturday - Sunday,
7 a.m. to 3 p.m., CT
No |
| Account Minimums |
None |
None |
Quotes
Delayed
Real-time
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Yes
Yes |
Yes
No |
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| * |
excluding market holidays. |
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Minimum Amount. Trades over 1,000 shares will incur an additional cents per share charge. All executed trades will incur a $2.50 confirmation charge. |
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Minimum Amount. Actual amount may vary based on transaction. Consult your Broker or CUNA Brokerage for actual amount. All executed trades will incur a $2.50 confirmation charge. |
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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FOLIOfn: Securities products and services offered through FOLIOfn Investments, Inc.,
member FINRA/SIPC, an independent broker/dealer.
*Unlike FOLIOs, mutual funds are separate securities registered with the SEC that are separately
sold and managed apart from their underlying securities.
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©1997-2010 CUNA Mutual Group.
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