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We offer several convenient methods, as described below, to open a brokerage
account. To open an account, you will need a social security number
and a U.S. address. If you do not have both of these, please call
CUNA Brokerage Services, Inc
to speak with a representative about your circumstances.
Apply Online
Click here to fill out an application online.  (24 KB)
Request Forms by Mail
Click here to access our online request for forms.
Toll-free Telephone Number
For questions or further assistance, call CUNA Brokerage Services, Inc.
Our Customer Service staff will be happy to help you.
Professional Assistance
For more information, contact a MEMBERS Financial Services Representative serving Community First Credit Union for a no cost, no obligation consultation.
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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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©1997-2010 CUNA Mutual Group.
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