CUNA Brokerage Account Online Activation Request
This is required! indicates a required entry

In order to place trades online and access other features of CUNA Brokerage, you first need to activate your account and obtain a username and password. To do this, please complete all the information below and read the account activation agreement information. If you agree to the statements, please click on the "I Agree & Send Request " button. The information entered will be forwarded to CUNA Brokerage Services, Inc and your account will be granted INTERNET access.

Primary Account Information:
Brokerage Account No.:This is required!
Acct. Registration/Name:This is required!
 
Primary Account Holder's Information:
Social Sec. No.This is required! - -
Date of Birth:This is required! / /  (MM DD YYYY)
 
Internet Access
This information is necessary to establish internet access for your account.
Mother's Maiden Name:This is required!
E-mail Address:This is required!
Securely E-mail My Internet ID and Password:This is required! Yes
No


Account Activation Agreement Information

Through this request, I am authorizing INTERNET access to this account. If I allow third parties to access the online brokerage services (including my account), I will agree to defend and indemnify CUNA Brokerage Services, Inc (CBSI) against any liability, cost, or damages arising out of claims or suits by such third parties based upon or relating to such access and use.

It is understood and agreed that the use of the INTERNET for accessing account information, market data, or other information is at the client's sole risk. CBSI does not guarantee the timeliness, sequence, accuracy, or completeness of any market data or other information. CBSI shall not be liable in any way to the client or any other person or entity for inaccuracy; error or delay in; or omission of any such data information.

A sequence of numbers and/or letters will be provided to the client for electronic access and trading. It is agreed that the client will be the sole and exclusive owner of the password and user ID. It is understood that the client accepts full responsibility for the use and protection of the password and of the user ID, as for any transactions occurring in the account. It is agreed that CBSI may presume that any order entered using the password or the user ID is authorized by the client.




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