Brokerage Pro

CUNA BROKERAGE

February 7th, 2008

Would you rather that you do your stock transactions totally online? Or do you feel that meeting a firm’s representative is a safer way to do business? With modern technology and the rise of similar businesses, brokerage companies have been outdoing each other in providing the best and most convenient services for their clients.

CUNA Mutual Group boasts of its broker/dealer — CUNA Brokerage Services. This broker/dealer is capable of providing competitive investment products, a variety of insurance products, securities programs, and securities-related professional services.

CUNA Brokerage Services’ products and services are provided through the MEMBERS Financial Services program, a management program exclusively created for credit union members. The different investment and insurance programs are aimed to help clients reach the highest level of their financial capabilities. Again, these products, as well as services like investment advice through registered representatives are offered through CUNA Brokerage Services, a registered broker/dealer and investment advisor in all of America’s fifty states.

CUNA Brokerage Services

has an extensive brokerage service online. Using CUNA Brokerage allows you to open an account, view it, acquire quotes, do trades, and take a look at how the market is currently doing. CUNA Brokerage makes it possible for buying and selling stocks, bonds and mutual funds to take place on the MEMBERS Financial Network. The web-based, touch-tone, and operator-assisted services also enable clients to have easy access on account information and settlement options.

CUNA Brokerage Services now provides electronic delivery service for shareholder communications, reports, and other materials. An existing account number may enroll in this electronic service online. In the case that there are materials that are not available electronically, the account holder will continue to receive them in the printed form. The enrollment to the electronic service will be a continuous thing unless there is a change or cancellation of the said enrollment. If the email address entered during the enrollment is invalid, this causes the enrollment to become voided. A printed notification from CUNA Brokerage is then sent to the account holder informing of the enrollment cancellation. The announcement will also contain the URL http://www.investordelivery.com/ plus the instructions on how to

re-enroll. If the client opts to receive a printed copy even after the successful electronic enrollment, he may request for it from his broker, bank, or the issuing corporation, and fees are charged at their discretion.

Before enrolling to CUNA Brokerage’s electronic service, make sure that you are in possession of the following requirements: personal computer with browser software like Microsoft Internet Explorer, Netscape Communicator, or others, an email software, and internet access. The account holder shall totally shoulder the costs of the internet access. And like what most are doing, electronic materials can be printed from your own computer to provide you with your own hard copies.

Tags: brokerage insurance, brokerage operations, online brokerage accounts, brokerage firms, freight brokerage software, online discount brokerage

Tags

Online Brokerage

Entry Filed under: Online Brokerage