Invest in your future to help you get where you’re going.
Our CFS Financial Advisors1 will create a personalized investment strategy that aligns with your long-term goals.
Take the lead on your investments and trade stocks, bonds, and mutual funds with our eVision® 2 online trading service.
Everyone needs an estate plan, regardless of age, assets, or stage of life. It’s why we’ve partnered with Trust & Will to offer our members 25% off the estate plan of their choice.
We’ll discuss your situation and goals in detail, then create a customized investment strategy and retirement analysis.
Work with one of our Financial Advisors or invest on your own with the eVision® trading platform.
No matter what your goals are, we can provide personalized strategies, tools, and expertise to help you achieve more on your financial journey.
Rollover strategies, IRAs, 401(k) and 403(b) plans, retirement planning, trust and estate planning, annuities, and college savings plans.
To become a business member at Patelco Credit Union, the business must operate in one of our eligible counties or cities:
Counties
Cities
Credit unions are typically not-for-profit organizations, so they often have lower fees and better interest rates than banks. Your money is also safe at a credit union: Deposits are insured by the National Credit Union Administration up to $250,000 per account.
Credit unions like Patelco are also member-owned, so they tend to offer more personalized service and support. Patelco offers a wide range of small business accounts and services, including business checking and savings accounts, credit cards, overdraft protection and merchant services.
It’s important to consider your business needs and budget before you open your small business account.
Some things you should consider:
A business account can lend credibility to your small business and opens your small business up to greater investment opportunities. It may also offer liability protection and make financial transactions easier. Finally, a separate business account can make it easier to manage your business finances and accounting.
Here’s some of the information we’ll ask for:
We’ll also need additional documents based on the type of business you own. We’ll provide the list when you meet with Virtual Branch.
We’ve created an easy to follow checklist that outlines what an individual must have in order to establish a business membership with Patelco.
1 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.
