Routing # 321076470

Invest On Your Own

The self-service tools you need to plan your future.

Put yourself in the driver's seat

More of a do-it-yourself investor? When you create an eVision®1 account, you’ll be able to make trades anytime – from anywhere. Whether you want to purchase stocks, bonds, options, or mutual funds, the eVision online trading platform offers a robust selection of investment options, with commissions as low as $14.95.2 You’ll have access to quotes, analytics, and comprehensive investment data3 to help you make informed investment decisions every step of the way. Plus, your eVision account will be linked to Patelco Online, giving you a single dashboard to view balances, transfers, and up-to-the-minute information on all of your accounts! With no investment minimums, taking control of your future has never been easier.

Are you retirement ready?

The path to retirement requires careful navigation and planning. Are you ready? Take ownership of your future now to make your golden years shine!

  • All roads lead to retirement and saving for this major life event starts as soon as you’re working. With tax incentives that we get from the IRS for saving for your own retirement, it’s easy. It’s cheaper too, if you invest in some solid stock funds and let the global economic growth build your assets over your lifetime. As people near retirement, they almost intuitively want to move to safe and conservative investments. I get it, but I always have to remind clients that at age 65, you could be 20 or 30 years away from your long-term goals.
    Investments in money market savings and CDs have never kept pace with inflation and taxes. In fact, every 20 years, our money’s worth about half as much or has about half of the purchasing power. Luckily, there are products that offer principal protection and potential growth from market indexes.
    A good financial advisor can help you invest, accumulate, consolidate and eventually plan for the distribution of your retirement assets to you.

Frequently Asked Questions

1 eVISION ® is a registered trademark of CUSO Financial Services, L.P.(CFS).

2 Complete pricing schedule available online.

3 Extreme market volatility and trade volume may affect system access and execution.

4 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.

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.


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