Client Access & Resources

Digital Wealth Management

Choose investments and actively manage portfolio on an ongoing basis.

eMoney

View your eMoney accounts.

TD AmeriTrade

View your TD AmeriTrade accounts.

CFS Brokerage

View your CFS Brokerage portfolio.

Articles


MAP Commentary

4th Quarter, 2022

DFA Market Review

3rd Quarter, 2022


Market Volatility

Interest Rates and Market Volatility

Stocks

Worried about stocks? Why long-term investing is crucial.

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Digital Wealth Management

A self-service channel that allows you to develop an account, choose investments
and actively manage your portfolio on an ongoing basis.

Learn More
  • Disclosure

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    For detailed information, including Form ADV Parts 1, 2, 2b, 3 (Form CRS), and Appendix 1 (Wrap Brochures) visit the SEC website.


    *All references to BCU Wealth Advisors will mean BCU Wealth Advisors, LLC, a wholly-owned subsidiary of BCU. Investment advisory services are offered through BCU Wealth Advisors, LLC; an investment adviser registered with the United State Securities and Exchange Commission and domiciled in the State of Illinois. Insurance products and services in California are provided by Insurance Services of BCU (CA License #0L98492). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC-registered investment adviser. Products and recommended securities offered through BCU Wealth Advisors or 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. Baxter Credit Union 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. Response to, or contact with, 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. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of a jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.

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