CUNA Brokerage Services, Inc. (CBSI) for Credit Unions

Establishing an investment relationship with your credit union members means you serve them better. Their loyalty increases and they’re far more likely to have a first mortgage or a vehicle loan through the credit union.

Yet, despite placing more trust in a credit union-backed brokerage than other full-service investment firms, only about 3% of members (on average) participate in their credit unions’ wealth management programs.*

What accounts for this gap?

  • Fear about the process. Members can feel intimidated about investing and financial planning.
  • Perceived complexity. Many feel the complexities of products, markets and strategies are too difficult to understand.
  • Uncertainty about access. Some members don’t know where to turn or how to get help. In fact, 54% of members don’t know if their credit unions offer an investment program.*

*“The Value of an Investment Client to a Bank or Credit Union,” Kehrer Bielan, 2015.

With proven success strategies and hand-in-hand partnership, we foster a joint commitment to making an investment services program core to your credit union’s offerings. Our decade-after-decade roots in serving the nation’s most prominent and successful credit unions mean insights and experience found nowhere else.

It’s time to put more members on a path to success. It’s time to replace their barriers with confidence and opportunity. It’s time for wealth management the credit union way.

Credit union marketers can visit the Tools for Growth materials page.

Learn more about a CBSI program for your credit union

To learn about the services offered by CUNA Brokerage Services, Inc., please review our Form CRS(opens in a new window).

For information about our brokerage account fees, see our Commission Rates(opens in a new window) and Fee Schedule(opens in a new window).

For further information regarding CUNA Brokerage Services, Inc., please see our disclosure page(opens in a new window).

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.