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The Investor Connection website is an online resource designed exclusively for Financial Professionals and their clients. For questions related to your Investor Connection experience please see the information below.  

Phone

CUNA Brokerage Services, Inc lets you invest on your own, but remember that you are never alone. If you have any questions or comments, do not hesitate to call our toll-free Customer Service Center at 800-356-2644. Service representatives can help you open an account, place a trade, get quotes, or answer questions about your account or our services.

Call Center will be unavailable when the market is closed except Martin Luther King Day and President's Day. The call center is closed on New Years Day & Memorial Day.

Reach us locally at:
509.895.8925
Monday through Friday, 9:00 a.m. to 5:00 p.m.

Voice Enabled Technology

Information regarding your account is available at all times. Your CUNA Brokerage account includes access to voice enabled technology. You can place trades, get quotes, review account information, and more through our automated speech-enabled phone system. It responds quickly and easily to your voice commands, no matter where you are, be it at home, at your office, or on the road.

800.369.9709
This service is available 24 hours a day, 7 days a week.

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By Mail

Please direct all official correspondence in writing to:

CUNA Brokerage Services, Inc
2000 Heritage Way
Waverly, IA 50677-9202

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*The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Representatives are registered, securities sold, professional services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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