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CUNA Brokerage Features!
Attention Quicken Users!
CUNA Brokerage is excited to announce that you are now able to download your brokerage information to Quicken.
If you are a subscriber to Quicken and would like to utilize this feature, please access the Online Center within
Quicken and choose "CUNA Brokerage Services, Inc." as the financial institution. Continue completing the necessary steps to activate your brokerage account.
A Note to Current CUNA Brokerage (offline) Account Holders
If you already have a CUNA Brokerage account but would like online access, go to
our online activation page to
get your user ID and password.
A Wealth of Knowledge from a Qualified Source
The personal attention and experience of a professional representative can
help you manage your financial future.
For more information, contact the MEMBERS Financial Services Representative serving SAFE 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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