More of a do-it-yourself investor? When you create an eVision®1 account, you’ll be able to make trades anytime – from anywhere. Whether you want to purchase stocks, 债券, 选项, 或者共同基金, the eVision online trading platform offers a robust selection of investment 选项, with commissions as low as $14.95.2 You’ll have access to quotes, analytics, and comprehensive investment data3 to help you make informed investment decisions every step of the way. +, your eVision account will be linked to Patelco在线™, giving you a single dashboard to view balances, 转移, and up-to-the-minute information on all of your accounts! With no investment minimums, taking control of your future has never been easier.
All roads lead to retirement and saving for this major life event starts as soon as you’re working. With tax incentives that we get from the IRS for saving for your own retirement, it’s easy. 也更便宜, if you invest in some solid stock funds and let the global economic growth build your assets over your lifetime. As people near retirement, they almost intuitively want to move to safe and conservative investments. 我明白了, but I always have to remind clients that at age 65, you could be 20 or 30 years away from your long-term goals.
投资 in money market savings and CDs have never kept pace with inflation and taxes. 事实上, 每20年一次, our money’s worth about half as much or has about half of the purchasing power. Luckily, there are products that offer principal protection and potential growth from market indexes.
A good financial advisor can help you invest, 积累, consolidate and eventually plan for the distribution of your retirement assets to you.
Self-investing is for those that are comfortable making investment decisions on their own, without guidance from a financial advisor.
There are no investments minimums to get started investing with the eVision investment platform.
Schedule a complimentary consultation with one of our CFS Financial Advisors4 and see if self-guided investing is the right choice for you.
It’s easy to put your money to work. Whether you’re just starting out investing, rolling over an 爱尔兰共和军/401(k), or you need to save for higher education, the eVision platform is loaded with robust features, plus you can easily check your balance from Patelco在线™. The eVision online trading service empowers you to take the lead on your investments and trade stocks, 债券, and mutual funds with ease!
1 印威世 ® is a registered trademark of CUSO Financial Services, L.P.(CFS).
2 Complete pricing schedule available online.
3 Extreme market volatility and trade volume may affect system access and execution.
4 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. 帕特尔科信用合作社 has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. 应对, 或与…接触, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
