A brokerage service can be full-service or self-service and at a regular cost or a discounted cost — the choice is yours.

At the Brokerage Center, you will find two offerings — a full-service brokerage in CUNA Brokerage and a relatively unique concept, MEMBERS Folio investing, which allows you to create baskets of stocks that act much like your own customized mutual fund.

At ShareBuilder, you will find a brokerage geared toward the first-time investor that allows regular monthly investments at set amounts, allowing you to purchase fractions of shares.

How To Get Started

Simply click on a link and go! Or, you can get professional assistance by calling our MEMBERS Financial Services Coordinator at your local number or 800-822-0382, ext. 2450 or email us to make an appointment with a financial advisor.

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.