Welcome to our Credit Union Member Investment Services
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We've been serving Credit Unions since 1995 with investment products tailored to meet your needs.
As a Credit Union Member, you can now invest online or with broker assistance and your trades will settle directly in your credit union account. That’s right, no checks to write or to deposit. When you trade with us, your sale proceeds will be deposited directly into your share draft account. If you purchase a security, we’ll debit your share draft account to pay for your investment. No account minimums, No inactivity fees. It’s that easy.
You have the ability to trade, access your account information, account balances, trading history, portfolio holdings and account activity on a real time basis using the BestVest Eview Client website. Executions are posted instantaneously and your account balances are adjusted immediately. You’ll be able to see your account confirmations and statements, tax documents and realized and unrealized profits and losses. And you’re able to combine multiple family accounts with householding. All in an easy- to- use, concise trading environment, probably the most user friendly investment tool available. With a low commission rate and direct settlement to your credit union account, investing has never been easier.
Member satisfaction is our first concern. We want to know what you like, don't like and how we can improve. We recognize that when you deal with our staff, we represent your Credit Union. That's why when you see our contact list, the primary contact is Jim, our President. If we can't help you - he wants to know why. And how we can. And so does your Credit Union. So, feel comfortable that we'll be paying attention to you and your needs. And our service will be friendly and courteous.
WELCOME to BestVest. Please review our services and feel free to contact us at 1-800-434-1776 with any questions.
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