Investing is a complicated subject that suggests there is a lot to know about appreciating assets, stocks, bonds, mutual funds, annuities, even real property. Where does one begin?

This investing section is designed to help you understand some of the most basic investment options and will help point you in the right direction. Often this will mean consulting a professional financial advisor. As a result, you will find helpful links to our MEMBERS Financial Services Representatives, who can help improve your understanding of the investment world.

How To Get Started

• Contact one of our Financial Advisors:
  http://members.cunamutual.com/representatives/rep.aspx
  
  
• Visit our Educational Center:
  http://members.cunamutual.com/EducationCenter/default.asp

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 (866) 512-6109. Trust services available through MEMBERS Trust Company. 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.