Investment Center

Invest for Future Success at Bellco

Do you prefer an interactive personal approach, talking face-to-face with a professional investment advisor or do you prefer to handle your investments online on your own schedule? Bellco can help you invest for success both ways.

Face-to-Face Financial Advice

Talk to a CUSO Financial Services (CFS)* Investment Advisor about your goals for investing, retirement, estate planning, and they will work with you to help you create a strategy to suit your needs.

You can visit FINRA's BrokerCheck to check the background for CUSO Financial Services, L.P. (CFS).

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Self-directed Online Investing

Use eVision®** to handle your personal trading online, anytime. Get quotes, charts, and powerful tools for managing your portfolio with commissions as low as $14.95. You have 24-hour access to the information you need.

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Trust Services

Bellco is pleased to offer trust services in partnership with MEMBERS® Trust Company. Their experienced team of trust professionals can provide the personal attention, knowledgeable service, and affordable options that will make it possible for you to carry out your wishes.

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*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. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**eVision ® is a registered trademark of CFS. Complete pricing schedule available online. Extreme market volatility and trade volume may affect system access and execution.