Access your account

To get information about your account, obtain a copy of your statements and confirmations, or get the latest information on markets, quotes, and financial news, please login to your CUNA Brokerages Services, Inc. account.

Access Your Account

New Accounts

Manage your investments with ease by opening an account with CUNA Brokerage Services, Inc. Through CUNA Brokerage Services, Inc., you have the ability to manage multiple types of investments, access your account anywhere, and partner with a professional  to help understand your unique financial situation.

Speak with a Professional

FAQs

Q: Why should I use CUNA Brokerage?

A: As a credit union member, you expect and deserve the best in financial services. CUNA Brokerage shares the credit union commitment to service by offering you a high quality brokerage program, designed with your needs in mind. Learn more about CUNA Brokerage.

Q: How can I link my credit union account to my brokerage account?

A: Your Brokerage account can be set up to automatically sweep proceeds from sales of securities into your credit union account, and to draw from your credit union account to pay for purchases of securities. To set this up, simply complete the online ACH Application form. 

Q: Is there any other important information I should know about CUNA Brokerage Services, Inc. and my account?

A: For a list of disclosures, please review the CUNA Brokerage Services, Inc. Disclosures page. 

For specific questions, please contact your Financial Professional. 

Speak with a Professional

*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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