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Photo of a blue journal on a desk.
Photo of a blue journal on a desk.
Photo of a blue journal on a desk.

Investment team

Now offering virtual appointments!

contact us

Call:
(509) 755-7970 Washington
(208) 619-5220 Idaho
(855) 802-3416 toll-free

Email: investmentservices@stcu.org

Financial planning workshops

Investment Services locations

My Portfolio View

Financial planning for every member.

STCU Investment Services, provided by CFS*, is for anyone — experienced investors or those just getting started with a financial plan.

Earn a bonus for planning ahead.

Get a $100 e-gift card when you roll over your 401(k) or IRA of $50,000 or more!**

Schedule an in-person or virtual, no-obligation review to get the advice you need to feel confident you're taking the right steps to reach your financial goals.

The CFS* Financial Advisors at STCU are here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal, like sending a child to college, taking the trip of a lifetime, or leaving a legacy for your family.

STCU Investment Services is provided through CUSO Financial Services, L.P., (CFS) an independent broker-dealer and SEC registered investment advisor formed to help credit unions meet their members' investment needs. CFS licensed financial advisors at STCU are employees of the credit union, assisting you with brokerage accounts and financial management.

What we offer.

  • IRAs, mutual funds, stocks, bonds, annuities, and brokerage accounts.
  • Rollover options for your 401(k), 403(b), 457, or Thrift Savings Plan (TSP).
  • Insurance - Life, long-term care, and disability income insurance.
  • Estate planning.
  • College savings plans.
  • Asset management and tax-efficient investments.

Request a no-obligation investment review.

Call STCU Investment Services to arrange a complimentary, no-obligation investment review. CFS licensed financial advisors are available to meet with you at a convenient STCU branch location or by virtual appointment.

Call:
(855) 802-3416 toll-free
(509) 755-7970 Washington
(208) 619-5220 Idaho
 
Email: investmentservices@stcu.org
 
Mailing address:
STCU Investment Services
Provided by CFS
9 S. Washington St., Suite 105
Spokane, WA 99201-3719


Disclosures

*Important disclosures about STCU Investment Services and CFS.

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 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. The 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.

Check the background of CUSO Financial Services, L.P. and our CFS* advisors on FINRA's BrokerCheck®.

**Rollover offer valid through March 31, 2021, for the first 100 members who roll over a 401(k) or IRA of $50,000 or more into an STCU Investment Services account with CFS. Must schedule an appointment with an advisor by March 31, 2021.  Rollover funds must be deposited by May 15, 2021 to receive this offer. Amazon e-gift cards will be emailed within 30 days after meeting conditions, while supplies last. Limit of one gift card per person, per campaign period. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.